Catalyst Private Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Catalyst Private Wealth’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	-23,585	Closed	-$1.04M	–	87
2024 Q4	$1.04M	Buy	23,585 +696	+3%	+$32.3K	0.46%	32
2024 Q3	$1.1M	Buy	22,889 +1,255	+6%	+$55.9K	0.54%	31
2024 Q2	$947K	Buy	21,634 +899	+4%	+$38.7K	0.5%	33
2024 Q1	$866K	Buy	20,735 +3,897	+23%	+$159K	0.45%	33
2023 Q4	$692K	Sell	16,838 -8,628	-34%	-$342K	0.33%	43
2023 Q3	$999K	Buy	25,466 +1,056	+4%	+$43.1K	0.59%	34
2023 Q2	$993K	Sell	24,410 -27,784	-53%	-$1.12M	0.62%	32
2023 Q1	$2.11M	Buy	52,194 +1,178	+2%	+$48K	1.46%	19
2022 Q4	$1.99M	Buy	+51,016	New	+$1.95M	1.62%	15
2022 Q2	–	Sell	-14,455	Closed	-$667K	–	82
2022 Q1	$667K	Sell	14,455 -2,073	-13%	-$99.7K	0.33%	43
2021 Q4	$817K	Buy	+16,528	New	+$833K	0.35%	37
2020 Q4	–	Sell	-764	Closed	-$33K	–	285
2020 Q3	$33K	Buy	+764	New	+$33.2K	0.03%	139

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

Catalyst Private Wealth's VWO Position: Q1 2025 in Review

Catalyst Private Wealth sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 23,585 shares — an estimated $1.04M sold.

Catalyst Private Wealth first reported a position in VWO in Q3 2020 and held it in 12 quarters. The position peaked at $2.11M in Q1 2023. 2,214 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Catalyst Private Wealth reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Catalyst Private Wealth sold 23,585 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $1.04M.
Catalyst Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and held it in 12 quarters.
Catalyst Private Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $2.11M in Q1 2023.
2,214 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Catalyst Private Wealth's 13F filing for Q1 2025, filed 8 Apr 2025.