CI
VWO icon

Chartist Inc’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Chartist Inc’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
-5,378
Closed -$224K – 28
2023
Q1 		$224K Buy
+5,378
New +$219K 0.22% 21
2022
Q2 		$224K Sell
5,378
-268
-5% -$11.6K 0.13% 22
2022
Q1 		$260K Hold
5,646
– – 0.12% 30
2021
Q4 		$279K Sell
5,646
-135
-2% -$6.81K 0.12% 30
2021
Q3 		$289K Hold
5,781
– – 0.14% 28
2021
Q2 		$314K Buy
5,781
+268
+5% +$14.3K 0.14% 27
2021
Q1 		$287K Sell
5,513
-518
-9% -$27.6K 0.15% 21
2020
Q4 		$302K Hold
6,031
– – 0.16% 20
2020
Q3 		$261K Buy
+6,031
New +$262K 0.15% 21
2019
Q4 		$375K Sell
8,439
-110
-1% -$4.66K 0.23% 17
2019
Q3 		$344K Hold
8,549
– – 0.22% 21
2019
Q2 		$364K Hold
8,549
– – 0.23% 19
2019
Q1 		$363K Sell
8,549
-1,360
-14% -$56K 0.31% 22
2018
Q4 		$378K Sell
9,909
-390
-4% -$15.1K 0.73% 17
2018
Q3 		$422K Hold
10,299
– – 0.19% 23
2018
Q2 		$435K Hold
10,299
– – 0.2% 22
2018
Q1 		$484K Hold
10,299
– – 0.23% 21
2017
Q4 		$473K Sell
10,299
-250
-2% -$11.2K 0.21% 22
2017
Q3 		$460K Buy
10,549
+112
+1% +$4.85K 0.22% 17
2017
Q2 		$426K Hold
10,437
– – 0.21% 17
2017
Q1 		$415K Sell
10,437
-1,333
-11% -$51.4K 0.2% 18
2016
Q4 		$421K Sell
11,770
-250
-2% -$9.16K 0.21% 18
2016
Q3 		$452K Buy
12,020
+6,340
+112% +$236K 0.24% 18
2016
Q2 		$200K Buy
+5,680
New +$194K 0.11% 39

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Chartist Inc's VWO Position: Q2 2023 in Review

Chartist Inc sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 5,378 shares — an estimated $224K sold.

Chartist Inc first reported a position in VWO in Q2 2016 and held it in 24 quarters. The position peaked at $484K in Q1 2018. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

  • Chartist Inc reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
  • Chartist Inc sold 5,378 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $224K.
  • Chartist Inc first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2016 and held it in 24 quarters.
  • Chartist Inc's Vanguard FTSE Emerging Markets ETF position peaked at $484K in Q1 2018.
  • 1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Chartist Inc's 13F filing for Q2 2023, filed 14 Aug 2023.