Clean Yield Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Clean Yield Group’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 Q1	–	Sell	-1,616	Closed	-$71.2K	–	487
2024 Q4	$71.2K	Hold	1,616	–	–	0.02%	206
2024 Q3	$77.3K	Buy	+1,616	New	+$71.9K	0.02%	199
2023 Q1	–	Sell	-204	Closed	-$7.95K	–	466
2022 Q4	$7.95K	Buy	+204	New	+$7.78K	﹤0.01%	353
2022 Q3	–	Sell	-870	Closed	-$36K	–	483
2022 Q2	$36K	Sell	870 -1,740	-67%	-$75.1K	0.01%	259
2022 Q1	$120K	Hold	2,610	–	–	0.04%	187
2021 Q4	$129K	Hold	2,610	–	–	0.04%	190
2021 Q3	$131K	Buy	2,610 +1,740	+200%	+$89.9K	0.04%	189
2021 Q2	$47K	Buy	+870	New	+$46.3K	0.02%	255
2020 Q2	–	Sell	-680	Closed	-$23K	–	395
2020 Q1	$23K	Buy	680 +426	+168%	+$17.4K	0.01%	262
2019 Q4	$11K	Buy	+254	New	+$10.8K	﹤0.01%	305

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

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

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

Clean Yield Group's VWO Position: Q1 2025 in Review

Clean Yield Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 1,616 shares — an estimated $71.2K sold.

Clean Yield Group first reported a position in VWO in Q4 2019 and held it in 10 quarters. The position peaked at $131K in Q3 2021. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Clean Yield Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Clean Yield Group sold 1,616 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $71.2K.
Clean Yield Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 10 quarters.
Clean Yield Group's Vanguard FTSE Emerging Markets ETF position peaked at $131K in Q3 2021.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Clean Yield Group's 13F filing for Q1 2025, filed 14 Apr 2025.