CPA
VWO icon

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

Clear Point 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
2024
Q4 		– Sell
-1,009
Closed -$48.3K – 525
2024
Q3 		$48.3K Buy
1,009
+2
+0.2% +$89 0.04% 201
2024
Q2 		$44.1K Buy
1,007
+3
+0.3% +$129 0.04% 204
2024
Q1 		$41.9K Sell
1,004
-6
-0.6% -$245 0.03% 214
2023
Q4 		$41.5K Buy
+1,010
New +$40.1K 0.04% 201

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clear Point Advisors's VWO Position: Q4 2024 in Review

Clear Point Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 1,009 shares — an estimated $48.3K sold.

Clear Point Advisors first reported a position in VWO in Q4 2023 and held it in 4 quarters. The position peaked at $48.3K in Q3 2024. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Clear Point Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 1,009 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $48.3K.
  • Clear Point Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $48.3K in Q3 2024.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.