BDO Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

BDO Wealth Advisors’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$15.5M	Sell	380,344 -2,963	-0.8%	-$119K	1.77%	12
2023 Q1	$15.5M	Sell	383,307 -3,129	-0.8%	-$127K	1.9%	11
2022 Q4	$15.1M	Sell	386,436 -28,269	-7%	-$1.08M	1.87%	11
2022 Q3	$15.1M	Sell	414,705 -269,949	-39%	-$11M	2.01%	11
2022 Q2	$28.5M	Sell	684,654 -3,851	-0.6%	-$166K	3.51%	6
2022 Q1	$31.8M	Sell	688,505 -12,590	-2%	-$606K	3.39%	9
2021 Q4	$34.7M	Sell	701,095 -98,062	-12%	-$4.95M	3.67%	3
2021 Q3	$40M	Buy	799,157 +51,552	+7%	+$2.66M	4.4%	2
2021 Q2	$40.6M	Buy	747,605 +55,956	+8%	+$2.98M	4.5%	2
2021 Q1	$36M	Buy	691,649 +112,966	+20%	+$6.01M	4.24%	2
2020 Q4	$29M	Buy	578,683 +12,320	+2%	+$579K	4.08%	5
2020 Q3	$24.5M	Buy	566,363 +13,105	+2%	+$570K	3.99%	6
2020 Q2	$21.9M	Buy	553,258 +17,429	+3%	+$645K	3.85%	7
2020 Q1	$18M	Buy	535,829 +196,042	+58%	+$7.99M	3.63%	7
2019 Q4	$15.1M	Buy	339,787 +48,027	+16%	+$2.03M	3.9%	6
2019 Q3	$11.7M	Sell	291,760 -1,630	-0.6%	-$67.3K	3.01%	7
2019 Q2	$12.5M	Sell	293,390 -5,396	-2%	-$227K	3.4%	7
2019 Q1	$12.7M	Buy	298,786 +14,358	+5%	+$591K	3.69%	7
2018 Q4	$10.8M	Sell	284,428 -46,618	-14%	-$1.81M	3.73%	6
2018 Q3	$13.6M	Buy	331,046 +14,747	+5%	+$620K	4.39%	4
2018 Q2	$13.3M	Buy	316,299 +2,057	+0.7%	+$92.9K	4.55%	4
2018 Q1	$14.8M	Buy	314,242 +1,623	+0.5%	+$77.8K	5.54%	4
2017 Q4	$14.4M	Buy	312,619 +25,288	+9%	+$1.13M	6.44%	4
2017 Q3	$12.5M	Buy	287,331 +52,273	+22%	+$2.26M	6.21%	5
2017 Q2	$9.6M	Buy	+235,058	New	+$9.53M	4.19%	5

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

BDO Wealth Advisors's VWO Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.77% in Q2 2023, selling an estimated $119K and leaving 380,344 shares worth $15.5M. The position accounts for 1.77% of the portfolio, ranked #12.

BDO Wealth Advisors first reported a position in VWO in Q2 2017 and has held it in 25 quarters since. The position peaked at $40.6M in Q2 2021. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

BDO Wealth Advisors held 380,344 shares of Vanguard FTSE Emerging Markets ETF worth $15.5M as of Q2 2023.
BDO Wealth Advisors sold 2,963 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $119K.
Vanguard FTSE Emerging Markets ETF made up 1.77% of BDO Wealth Advisors's portfolio in Q2 2023, its #12 holding.
BDO Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and has held it in 25 quarters since.
BDO Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $40.6M in Q2 2021.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.