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

CCG 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 Q4	–	Sell	-4,325	Closed	-$207K	–	77
2024 Q3	$207K	Buy	+4,325	New	+$193K	0.12%	67
2023 Q1	–	Sell	-6,210	Closed	-$242K	–	104
2022 Q4	$242K	Hold	6,210	–	–	0.13%	84
2022 Q3	$227K	Buy	+6,210	New	+$252K	0.14%	79
2022 Q2	–	Sell	-7,449	Closed	-$344K	–	126
2022 Q1	$344K	Buy	7,449 +2,965	+66%	+$143K	0.17%	71
2021 Q4	$222K	Buy	+4,484	New	+$226K	0.12%	83
2020 Q1	–	Sell	-22,730	Closed	-$1.01M	–	99
2019 Q4	$1.01M	Hold	22,730	–	–	0.64%	36
2019 Q3	$915K	Hold	22,730	–	–	0.62%	36
2019 Q2	$967K	Hold	22,730	–	–	0.69%	32
2019 Q1	$966K	Hold	22,730	–	–	0.78%	30
2018 Q4	$866K	Buy	+22,730	New	+$881K	0.84%	26

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

CCG Wealth Management's VWO Position: Q4 2024 in Review

CCG Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 4,325 shares — an estimated $207K sold.

CCG Wealth Management first reported a position in VWO in Q4 2018 and held it in 10 quarters. The position peaked at $1.01M in Q4 2019. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

CCG Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
CCG Wealth Management sold 4,325 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $207K.
CCG Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 10 quarters.
CCG Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.01M in Q4 2019.
2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on CCG Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.