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

Consilio 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 Q4	–	Sell	-225,931	Closed	-$8.71M	–	58
2023 Q3	$8.71M	Buy	225,931 +8,227	+4%	+$336K	5.07%	8
2023 Q2	$8.86M	Buy	217,704 +5,544	+3%	+$224K	4.88%	8
2023 Q1	$8.57M	Buy	212,160 +17,485	+9%	+$712K	4.85%	7
2022 Q4	$7.59M	Buy	+194,675	New	+$7.42M	4.85%	7

Other funds holding VWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Consilio Wealth Advisors's VWO Position: Q4 2023 in Review

Consilio Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 225,931 shares — an estimated $8.71M sold.

Consilio Wealth Advisors first reported a position in VWO in Q4 2022 and held it in 4 quarters. The position peaked at $8.86M in Q2 2023. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

Consilio Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Consilio Wealth Advisors sold 225,931 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $8.71M.
Consilio Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and held it in 4 quarters.
Consilio Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $8.86M in Q2 2023.
2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Consilio Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.