Beck Mack & Oliver’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Beck Mack & Oliver’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
2022 Q3	–	Sell	-4,905	Closed	-$204K	–	174
2022 Q2	$204K	Hold	4,905	–	–	0.01%	164
2022 Q1	$226K	Hold	4,905	–	–	0.01%	175
2021 Q4	$243K	Sell	4,905 -155	-3%	-$7.82K	0.01%	179
2021 Q3	$253K	Hold	5,060	–	–	0.01%	185
2021 Q2	$275K	Hold	5,060	–	–	0.01%	172
2021 Q1	$263K	Buy	5,060 +868	+21%	+$46.2K	0.01%	163
2020 Q4	$210K	Buy	+4,192	New	+$197K	0.01%	183
2020 Q3	–	Sell	-8,292	Closed	-$328K	–	195
2020 Q2	$328K	Sell	8,292 -15,100	-65%	-$559K	0.01%	150
2020 Q1	$785K	Hold	23,392	–	–	0.03%	111
2019 Q4	$1.04M	Hold	23,392	–	–	0.03%	114
2019 Q3	$942K	Hold	23,392	–	–	0.03%	115
2019 Q2	$995K	Hold	23,392	–	–	0.04%	111
2019 Q1	$994K	Sell	23,392 -184	-0.8%	-$7.58K	0.04%	116
2018 Q4	$898K	Buy	+23,576	New	+$913K	0.04%	120
2013 Q3	–	Sell	-6,525	Closed	-$253K	–	360
2013 Q2	$253K	Buy	+6,525	New	+$274K	0.01%	296

Other funds holding VWO

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Beck Mack & Oliver's VWO Position: Q3 2022 in Review

Beck Mack & Oliver sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 4,905 shares — an estimated $204K sold.

Beck Mack & Oliver first reported a position in VWO in Q2 2013 and held it in 15 quarters. The position peaked at $1.04M in Q4 2019. 1,780 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Beck Mack & Oliver reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Beck Mack & Oliver sold 4,905 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $204K.
Beck Mack & Oliver first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 15 quarters.
Beck Mack & Oliver's Vanguard FTSE Emerging Markets ETF position peaked at $1.04M in Q4 2019.
1,780 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Beck Mack & Oliver's 13F filing for Q3 2022, filed 10 Nov 2022.