Capital Advantage’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Capital Advantage’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	-13,070	Closed	-$544K	–	44
2022 Q2	$544K	Sell	13,070 -1,326	-9%	-$57.2K	0.12%	40
2022 Q1	$664K	Buy	14,396 +856	+6%	+$41.2K	0.15%	39
2021 Q4	$676K	Buy	+13,540	New	+$683K	0.16%	37
2021 Q2	–	Sell	-5,114	Closed	-$266K	–	111
2021 Q1	$266K	Buy	5,114 +678	+15%	+$36.1K	0.07%	91
2020 Q4	$229K	Buy	+4,436	New	+$208K	0.07%	97

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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 $424B AUM 22.94% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Capital Advantage's VWO Position: Q3 2022 in Review

Capital Advantage sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 13,070 shares — an estimated $544K sold.

Capital Advantage first reported a position in VWO in Q4 2020 and held it in 5 quarters. The position peaked at $676K in Q4 2021. 1,782 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Capital Advantage reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Capital Advantage sold 13,070 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $544K.
Capital Advantage first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Capital Advantage's Vanguard FTSE Emerging Markets ETF position peaked at $676K in Q4 2021.
1,782 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Capital Advantage's 13F filing for Q3 2022, filed 31 Oct 2022.