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

Centurion 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 Q1	$216K	Sell	5,172 -1,265	-20%	-$51.6K	0.09%	171
2023 Q4	$265K	Buy	6,437 +4	+0.1%	+$159	0.11%	134
2023 Q3	$252K	Sell	6,433 -2,621	-29%	-$107K	0.12%	119
2023 Q2	$368K	Buy	9,054 +71	+0.8%	+$2.86K	0.18%	95
2023 Q1	$363K	Buy	8,983 +1,627	+22%	+$66.3K	0.18%	95
2022 Q4	$287K	Buy	+7,356	New	+$280K	0.16%	109

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Centurion Wealth Management's VWO Position: Q1 2024 in Review

Centurion Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q1 2024, selling an estimated $51.6K and leaving 5,172 shares worth $216K. The position accounts for 0.09% of the portfolio, ranked #171.

Centurion Wealth Management first reported a position in VWO in Q4 2022 and has held it in 6 quarters since. The position peaked at $368K in Q2 2023. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

Centurion Wealth Management held 5,172 shares of Vanguard FTSE Emerging Markets ETF worth $216K as of Q1 2024.
Centurion Wealth Management sold 1,265 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $51.6K.
Vanguard FTSE Emerging Markets ETF made up 0.09% of Centurion Wealth Management's portfolio in Q1 2024, its #171 holding.
Centurion Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 6 quarters since.
Centurion Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $368K in Q2 2023.
2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Centurion Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.