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

Clearview Wealth 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
2023 Q3	–	Sell	-1,818	Closed	-$74K	–	635
2023 Q2	$74K	Sell	1,818 -78	-4%	-$3.15K	0.08%	166
2023 Q1	$76.6K	Sell	1,896 -8,882	-82%	-$362K	0.08%	165
2022 Q4	$420K	Buy	10,778 +10,775	+359,167%	+$411K	0.32%	68
2022 Q3	$0	Hold	3	–	–	﹤0.01%	646
2022 Q2	$0	Hold	3	–	–	﹤0.01%	650
2022 Q1	$0	Hold	3	–	–	﹤0.01%	700
2021 Q4	$1K	Hold	3	–	–	﹤0.01%	671
2021 Q3	$0	Hold	3	–	–	﹤0.01%	697
2021 Q2	$0	Hold	3	–	–	﹤0.01%	682
2021 Q1	$0	Hold	3	–	–	﹤0.01%	649
2020 Q4	$0	Buy	+3	New	+$141	﹤0.01%	587

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Clearview Wealth Advisors's VWO Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 1,818 shares — an estimated $74K sold.

Clearview Wealth Advisors first reported a position in VWO in Q4 2020 and held it in 11 quarters. The position peaked at $420K in Q4 2022. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Clearview Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 1,818 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $74K.
Clearview Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $420K in Q4 2022.
1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.