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

Carlsbad Wealth 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 Q2	$2.78M	Buy	+68,347	New	+$2.76M	1.79%	15

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Carlsbad Wealth Advisory Group's VWO Position: Q2 2023 in Review

Carlsbad Wealth Advisory Group opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023: 68,347 shares worth $2.78M. The stake represents 1.79% of the portfolio and ranks #15 among its holdings.

1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Carlsbad Wealth Advisory Group held 68,347 shares of Vanguard FTSE Emerging Markets ETF worth $2.78M as of Q2 2023.
Vanguard FTSE Emerging Markets ETF was a new Carlsbad Wealth Advisory Group position in Q2 2023.
Vanguard FTSE Emerging Markets ETF made up 1.79% of Carlsbad Wealth Advisory Group's portfolio in Q2 2023, its #15 holding.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Carlsbad Wealth Advisory Group's 13F filing for Q2 2023, filed 27 Jul 2023.