Columbia Advisory Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Columbia Advisory Partners’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 Q3	–	Sell	-6,271	Closed	-$274K	–	66
2024 Q2	$274K	Buy	6,271 +334	+6%	+$14.4K	0.27%	44
2024 Q1	$248K	Sell	5,937 -791	-12%	-$32.3K	0.25%	45
2023 Q4	$277K	Buy	6,728 +51	+0.8%	+$2.02K	0.28%	49
2023 Q3	$262K	Sell	6,677 -44	-0.7%	-$1.8K	0.29%	50
2023 Q2	$273K	Sell	6,721 -587	-8%	-$23.7K	0.29%	45
2023 Q1	$295K	Buy	7,308 +70	+1%	+$2.85K	0.28%	47
2022 Q4	$282K	Buy	+7,238	New	+$276K	0.27%	46
2022 Q3	–	Sell	-6,096	Closed	-$254K	–	51
2022 Q2	$254K	Sell	6,096 -473	-7%	-$20.4K	0.29%	36
2022 Q1	$303K	Sell	6,569 -57,877	-90%	-$2.78M	0.3%	29
2021 Q4	$3.19M	Buy	+64,446	New	+$3.25M	3.18%	8

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

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

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

Columbia Advisory Partners's VWO Position: Q3 2024 in Review

Columbia Advisory Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 6,271 shares — an estimated $274K sold.

Columbia Advisory Partners first reported a position in VWO in Q4 2021 and held it in 10 quarters. The position peaked at $3.19M in Q4 2021. 2,087 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

Columbia Advisory Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Columbia Advisory Partners sold 6,271 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $274K.
Columbia Advisory Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 10 quarters.
Columbia Advisory Partners's Vanguard FTSE Emerging Markets ETF position peaked at $3.19M in Q4 2021.
2,087 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Columbia Advisory Partners's 13F filing for Q3 2024, filed 18 Oct 2024.