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BNC Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

BNC Wealth Management’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
-78,976
Closed -$3.19M – 118
2023
Q1 		$3.19M Buy
+78,976
New +$3.22M 1.78% 14

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

BNC Wealth Management's VWO Position: Q2 2023 in Review

BNC Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 78,976 shares — an estimated $3.19M sold.

BNC Wealth Management first reported a position in VWO in Q1 2023 and held it in 1 quarter. The position peaked at $3.19M in Q1 2023. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

  • BNC Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
  • BNC Wealth Management sold 78,976 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $3.19M.
  • BNC Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and held it in 1 quarter.
  • BNC Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $3.19M in Q1 2023.
  • 1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on BNC Wealth Management's 13F filing for Q2 2023, filed 28 Jul 2023.