Cardinal Strategic Wealth Guidance’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cardinal Strategic Wealth Guidance’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
2025 Q1	–	Sell	-5,959	Closed	-$262K	–	83
2024 Q4	$262K	Buy	+5,959	New	+$277K	0.08%	56
2024 Q1	–	Sell	-1,050	Closed	-$43K	–	74
2023 Q4	$43K	Sell	1,050 -2	-0.2%	-$79	0.02%	68
2023 Q3	$41.2K	Hold	1,052	–	–	0.02%	70
2023 Q2	$42.4K	Buy	1,052 +1	+0.1%	+$40	0.02%	69
2023 Q1	$42.6K	Sell	1,051 -525	-33%	-$21.4K	0.02%	68
2022 Q4	$62.2K	Hold	1,576	–	–	0.03%	74
2022 Q3	$58K	Buy	+1,576	New	+$64K	0.03%	64
2022 Q2	–	Sell	-5,251	Closed	-$246K	–	104
2022 Q1	$246K	Hold	5,251	–	–	0.11%	62
2021 Q4	$260K	Hold	5,251	–	–	0.12%	64
2021 Q3	$263K	Hold	5,251	–	–	0.14%	63
2021 Q2	$287K	Hold	5,251	–	–	0.15%	60
2021 Q1	$272K	Buy	5,251 +1	+0%	+$53	0.16%	59
2020 Q4	$264K	Sell	5,250 -487	-8%	-$22.9K	0.16%	48
2020 Q3	$244K	Buy	5,737 +487	+9%	+$21.2K	0.17%	48
2020 Q2	$209K	Buy	+5,250	New	+$194K	0.16%	51
2020 Q1	–	Sell	-6,065	Closed	-$269K	–	56
2019 Q4	$269K	Buy	+6,065	New	+$257K	0.23%	51

Other funds holding VWO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's VWO Position: Q1 2025 in Review

Cardinal Strategic Wealth Guidance sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 5,959 shares — an estimated $262K sold.

Cardinal Strategic Wealth Guidance first reported a position in VWO in Q4 2019 and held it in 16 quarters. The position peaked at $287K in Q2 2021. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Cardinal Strategic Wealth Guidance reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 5,959 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $262K.
Cardinal Strategic Wealth Guidance first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 16 quarters.
Cardinal Strategic Wealth Guidance's Vanguard FTSE Emerging Markets ETF position peaked at $287K in Q2 2021.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q1 2025, filed 1 May 2025.