Centerpoint Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Centerpoint Advisors’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 Q2	–	Sell	-86	Closed	-$4K	–	441
2025 Q1	$4K	Sell	86 -9,198	-99%	-$414K	﹤0.01%	352
2024 Q4	$409K	Buy	9,284 +48	+0.5%	+$2.23K	0.14%	59
2024 Q3	$442K	Hold	9,236	–	–	0.15%	56
2024 Q2	$404K	Buy	9,236 +9,150	+10,640%	+$394K	0.15%	57
2024 Q1	$4K	Hold	86	–	–	﹤0.01%	375
2023 Q4	$4K	Sell	86 -5,000	-98%	-$198K	﹤0.01%	372
2023 Q3	$199K	Buy	5,086 +86	+2%	+$3.51K	0.08%	91
2023 Q2	$203K	Hold	5,000	–	–	0.08%	90
2023 Q1	$202K	Hold	5,000	–	–	0.09%	96
2022 Q4	$195K	Hold	5,000	–	–	0.09%	88
2022 Q3	$182K	Hold	5,000	–	–	0.1%	82
2022 Q2	$208K	Hold	5,000	–	–	0.11%	79
2022 Q1	$231K	Hold	5,000	–	–	0.11%	76
2021 Q4	$247K	Sell	5,000 -8	-0.2%	-$403	0.11%	81
2021 Q3	$250K	Hold	5,008	–	–	0.12%	72
2021 Q2	$272K	Buy	+5,008	New	+$267K	0.13%	71

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Centerpoint Advisors's VWO Position: Q2 2025 in Review

Centerpoint Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2025, closing a stake of 86 shares — an estimated $4K sold.

Centerpoint Advisors first reported a position in VWO in Q2 2021 and held it in 16 quarters. The position peaked at $442K in Q3 2024. 2,264 funds tracked by Wall St. Rank hold VWO as of Q2 2025.

Centerpoint Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2025 after selling out during the quarter.
Centerpoint Advisors sold 86 Vanguard FTSE Emerging Markets ETF shares in Q2 2025, an estimated $4K.
Centerpoint Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and held it in 16 quarters.
Centerpoint Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $442K in Q3 2024.
2,264 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2025.

Based on Centerpoint Advisors's 13F filing for Q2 2025, filed 1 Aug 2025.