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Carmichael Hill & Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Carmichael Hill & Associates’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
2024
Q3 		$1.54M Buy
32,186
+7,379
+30% +$329K 0.55% 42
2024
Q2 		$1.09M Buy
24,807
+172
+0.7% +$7.41K 0.43% 56
2024
Q1 		$1.03M Sell
24,635
-164
-0.7% -$6.69K 0.41% 57
2023
Q4 		$1.02M Sell
24,799
-1,071
-4% -$42.5K 0.42% 58
2023
Q3 		$1.01M Buy
25,870
+344
+1% +$14K 0.47% 53
2023
Q2 		$1.04M Buy
25,526
+1,355
+6% +$54.6K 0.46% 51
2023
Q1 		$977K Buy
24,171
+2,815
+13% +$115K 0.47% 52
2022
Q4 		$832K Buy
21,356
+737
+4% +$28.1K 0.43% 56
2022
Q3 		$752K Buy
20,619
+3,374
+20% +$137K 0.41% 54
2022
Q2 		$718K Buy
17,245
+2,477
+17% +$107K 0.38% 60
2022
Q1 		$681K Buy
14,768
+790
+6% +$38K 0.31% 68
2021
Q4 		$691K Buy
13,978
+110
+0.8% +$5.55K 0.31% 69
2021
Q3 		$694K Buy
13,868
+9
+0.1% +$465 0.34% 59
2021
Q2 		$753K Sell
13,859
-352
-2% -$18.7K 0.38% 54
2021
Q1 		$740K Buy
14,211
+1,446
+11% +$77K 0.41% 54
2020
Q4 		$640K Sell
12,765
-167
-1% -$7.85K 0.38% 57
2020
Q3 		$559K Buy
12,932
+1,377
+12% +$59.9K 0.37% 56
2020
Q2 		$458K Buy
11,555
+1,209
+12% +$44.8K 0.34% 65
2020
Q1 		$347K Buy
10,346
+910
+10% +$37.1K 0.3% 73
2019
Q4 		$420K Sell
9,436
-279
-3% -$11.8K 0.3% 70
2019
Q3 		$391K Sell
9,715
-180
-2% -$7.43K 0.39% 67
2019
Q2 		$421K Buy
9,895
+5
+0.1% +$210 0.42% 63
2019
Q1 		$420K Sell
9,890
-574
-5% -$23.6K 0.43% 64
2018
Q4 		$399K Buy
10,464
+1,233
+13% +$47.8K 0.45% 64
2018
Q3 		$378K Buy
9,231
+42
+0.5% +$1.77K 0.37% 75
2018
Q2 		$388K Sell
9,189
-71
-0.8% -$3.21K 0.42% 68
2018
Q1 		$435K Buy
9,260
+580
+7% +$27.8K 0.48% 65
2017
Q4 		$399K Buy
+8,680
New +$388K 0.44% 69

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Carmichael Hill & Associates's VWO Position: Q3 2024 in Review

Carmichael Hill & Associates increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 30% in Q3 2024, buying an estimated $329K and bringing the position to 32,186 shares worth $1.54M. The position accounts for 0.55% of the portfolio, ranked #42.

Carmichael Hill & Associates first reported a position in VWO in Q4 2017 and has held it in 28 quarters since. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Carmichael Hill & Associates held 32,186 shares of Vanguard FTSE Emerging Markets ETF worth $1.54M as of Q3 2024.
  • Carmichael Hill & Associates bought 7,379 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $329K.
  • Vanguard FTSE Emerging Markets ETF made up 0.55% of Carmichael Hill & Associates's portfolio in Q3 2024, its #42 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 28 quarters since.
  • 2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.