Beacon Capital Management Inc (Ohio)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Beacon Capital Management Inc (Ohio)’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	–	Sell	-408	Closed	-$16.5K	–	90
2023 Q1	$16.5K	Buy	408 +382	+1,469%	+$15.6K	﹤0.01%	61
2022 Q4	$1.01K	Buy	+26	New	+$991	﹤0.01%	87
2021 Q4	–	Sell	-208	Closed	-$10K	–	95
2021 Q3	$10K	Buy	+208	New	+$10.7K	﹤0.01%	64
2019 Q2	–	Sell	-25	Closed	-$1K	–	176
2019 Q1	$1K	Buy	+25	New	+$1.03K	﹤0.01%	66
2018 Q3	–	Sell	-70	Closed	-$3K	–	80
2018 Q2	$3K	Buy	+70	New	+$3.16K	﹤0.01%	65
2016 Q1	–	Sell	-54	Closed	-$2K	–	343
2015 Q4	$2K	Buy	+54	New	+$1.86K	﹤0.01%	208

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

Beacon Capital Management Inc (Ohio)'s VWO Position: Q2 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 408 shares — an estimated $16.5K sold.

Beacon Capital Management Inc (Ohio) first reported a position in VWO in Q4 2015 and held it in 6 quarters. The position peaked at $16.5K in Q1 2023. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Beacon Capital Management Inc (Ohio) reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 408 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $16.5K.
Beacon Capital Management Inc (Ohio) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and held it in 6 quarters.
Beacon Capital Management Inc (Ohio)'s Vanguard FTSE Emerging Markets ETF position peaked at $16.5K in Q1 2023.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q2 2023, filed 13 Jul 2023.