Briggs Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Briggs Advisory Group’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 Q3	$1.47M	Sell	37,427 -2,278	-6%	-$93K	0.84%	19
2023 Q2	$1.62M	Sell	39,705 -7,486	-16%	-$302K	0.9%	19
2023 Q1	$1.91M	Hold	47,191	–	–	1.13%	18
2022 Q4	$1.84M	Buy	47,191 +373	+0.8%	+$14.2K	1.17%	18
2022 Q3	$1.71M	Buy	46,818 +24,348	+108%	+$989K	1.28%	14
2022 Q2	$936K	Buy	22,470 +10,754	+92%	+$464K	0.68%	25
2022 Q1	$540K	Buy	11,716 +810	+7%	+$39K	0.36%	33
2021 Q4	$539K	Buy	+10,906	New	+$550K	0.37%	34

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Briggs Advisory Group's VWO Position: Q3 2023 in Review

Briggs Advisory Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.7% in Q3 2023, selling an estimated $93K and leaving 37,427 shares worth $1.47M. The position accounts for 0.84% of the portfolio, ranked #19.

Briggs Advisory Group first reported a position in VWO in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.91M in Q1 2023. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Briggs Advisory Group held 37,427 shares of Vanguard FTSE Emerging Markets ETF worth $1.47M as of Q3 2023.
Briggs Advisory Group sold 2,278 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $93K.
Vanguard FTSE Emerging Markets ETF made up 0.84% of Briggs Advisory Group's portfolio in Q3 2023, its #19 holding.
Briggs Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 8 quarters since.
Briggs Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $1.91M in Q1 2023.
1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Briggs Advisory Group's 13F filing for Q3 2023, filed 27 Oct 2023.