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

Brewin Dolphin 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
2022 Q2	$5.51M	Buy	124,106 +46,898	+61%	+$2.02M	0.6%	31
2022 Q1	$3.56M	Sell	77,208 -7,447	-9%	-$358K	0.4%	44
2021 Q4	$4.19M	Sell	84,655 -15,955	-16%	-$805K	0.45%	44
2021 Q3	$5.03M	Buy	100,610 +84,281	+516%	+$4.35M	0.57%	40
2021 Q2	$887K	Buy	+16,329	New	+$870K	0.11%	75
2020 Q1	–	Sell	-1,000	Closed	-$44.5K	–	208
2019 Q4	$44.5K	Hold	1,000	–	–	0.02%	121
2019 Q3	$40.3K	Hold	1,000	–	–	0.02%	118
2019 Q2	$42.5K	Hold	1,000	–	–	0.02%	119
2019 Q1	$42.5K	Hold	1,000	–	–	0.02%	113
2018 Q4	$38.1K	Hold	1,000	–	–	0.02%	112
2018 Q3	$41K	Hold	1,000	–	–	0.02%	118
2018 Q2	$42.2K	Buy	1,000 +500	+100%	+$22.6K	0.03%	113
2018 Q1	$23.5K	Buy	+500	New	+$24K	0.01%	131

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brewin Dolphin Wealth Management's VWO Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 61% in Q2 2022, buying an estimated $2.02M and bringing the position to 124,106 shares worth $5.51M. The position accounts for 0.6% of the portfolio, ranked #31.

Brewin Dolphin Wealth Management first reported a position in VWO in Q1 2018 and has held it in 13 quarters since. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Brewin Dolphin Wealth Management held 124,106 shares of Vanguard FTSE Emerging Markets ETF worth $5.51M as of Q2 2022.
Brewin Dolphin Wealth Management bought 46,898 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $2.02M.
Vanguard FTSE Emerging Markets ETF made up 0.6% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #31 holding.
Brewin Dolphin Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and has held it in 13 quarters since.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.