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CarsonAllaria Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

CarsonAllaria Wealth Management’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
Q2 		– Sell
-924
Closed -$38.6K – 421
2024
Q1 		$38.6K Buy
+924
New +$37.7K 0.02% 147
2023
Q3 		– Sell
-242
Closed -$9.87K – 409
2023
Q2 		$9.87K Buy
242
+1
+0.4% +$40 0.01% 221
2023
Q1 		$9.74K Buy
+241
New +$9.82K 0.01% 218

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CarsonAllaria Wealth Management's VWO Position: Q2 2024 in Review

CarsonAllaria Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2024, closing a stake of 924 shares — an estimated $38.6K sold.

CarsonAllaria Wealth Management first reported a position in VWO in Q1 2023 and held it in 3 quarters. The position peaked at $38.6K in Q1 2024. 2,051 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

  • CarsonAllaria Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 924 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $38.6K.
  • CarsonAllaria Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and held it in 3 quarters.
  • CarsonAllaria Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $38.6K in Q1 2024.
  • 2,051 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2024, filed 22 Jul 2024.