Cavalier Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Cavalier Investments’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	–	Sell	-21,092	Closed	-$852K	–	121
2023 Q1	$852K	Buy	+21,092	New	+$859K	0.35%	46
2018 Q2	–	Sell	-47,012	Closed	-$2.21M	–	208
2018 Q1	$2.21M	Buy	47,012 +30,002	+176%	+$1.44M	0.78%	26
2017 Q4	$781K	Buy	+17,010	New	+$760K	0.31%	73

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

Cavalier Investments's VWO Position: Q2 2023 in Review

Cavalier Investments sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 21,092 shares — an estimated $852K sold.

Cavalier Investments first reported a position in VWO in Q4 2017 and held it in 3 quarters. The position peaked at $2.21M in Q1 2018. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Cavalier Investments reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Cavalier Investments sold 21,092 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $852K.
Cavalier Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 3 quarters.
Cavalier Investments's Vanguard FTSE Emerging Markets ETF position peaked at $2.21M in Q1 2018.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Cavalier Investments's 13F filing for Q2 2023, filed 11 Aug 2023.