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

Castle 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
2022
Q4 		– Sell
-5,328
Closed -$194K – 632
2022
Q3 		$194K Sell
5,328
-1,857
-26% -$75.4K 0.12% 106
2022
Q2 		$299K Buy
+7,185
New +$310K 0.17% 87

Other funds holding VWO

AWA
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Castle Wealth Management's VWO Position: Q4 2022 in Review

Castle Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 5,328 shares — an estimated $194K sold.

Castle Wealth Management first reported a position in VWO in Q2 2022 and held it in 2 quarters. The position peaked at $299K in Q2 2022. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

  • Castle Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 5,328 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $194K.
  • Castle Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $299K in Q2 2022.
  • 1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.