Doyle Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Doyle Wealth Management’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
2022 Q3	$2.87M	Buy	78,697 +2,110	+3%	+$85.7K	0.25%	73
2022 Q2	$3.19M	Sell	76,587 -11,660	-13%	-$503K	0.26%	78
2022 Q1	$4.07M	Buy	88,247 +4,552	+5%	+$219K	0.29%	69
2021 Q4	$4.14M	Buy	83,695 +3,637	+5%	+$183K	0.3%	66
2021 Q3	$4M	Buy	80,058 +13,908	+21%	+$719K	0.32%	66
2021 Q2	$3.59M	Buy	66,150 +12,432	+23%	+$662K	0.3%	68
2021 Q1	$2.8M	Buy	53,718 +22,434	+72%	+$1.19M	0.27%	70
2020 Q4	$1.57M	Buy	31,284 +6,749	+28%	+$317K	0.16%	82
2020 Q3	$1.06M	Buy	24,535 +649	+3%	+$28.2K	0.12%	90
2020 Q2	$946K	Buy	23,886 +57	+0.2%	+$2.11K	0.12%	85
2020 Q1	$799K	Buy	23,829 +394	+2%	+$16.1K	0.13%	80
2019 Q4	$1.04M	Buy	23,435 +2,971	+15%	+$126K	0.13%	80
2019 Q3	$824K	Buy	20,464 +1,580	+8%	+$65.2K	0.11%	90
2019 Q2	$803K	Sell	18,884 -374	-2%	-$15.7K	0.11%	86
2019 Q1	$803K	Buy	19,258 +9,394	+95%	+$387K	0.12%	86
2018 Q4	$376K	Sell	9,864 -3,684	-27%	-$143K	0.06%	119
2018 Q3	$555K	Buy	13,548 +464	+4%	+$19.5K	0.09%	104
2018 Q2	$552K	Buy	13,084 +3,552	+37%	+$160K	0.09%	100
2018 Q1	$448K	Buy	9,532 +404	+4%	+$19.4K	0.08%	107
2017 Q4	$419K	Buy	9,128 +623	+7%	+$27.8K	0.07%	111
2017 Q3	$371K	Sell	8,505 -300	-3%	-$13K	0.06%	105
2017 Q2	$360K	Sell	8,805 -439	-5%	-$17.8K	0.07%	103
2017 Q1	$367K	Buy	+9,244	New	+$357K	0.07%	98

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Doyle Wealth Management's VWO Position: Q3 2022 in Review

Doyle Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.8% in Q3 2022, buying an estimated $85.7K and bringing the position to 78,697 shares worth $2.87M. The position accounts for 0.25% of the portfolio, ranked #73.

Doyle Wealth Management first reported a position in VWO in Q1 2017 and has held it in 23 quarters since. The position peaked at $4.14M in Q4 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Doyle Wealth Management held 78,697 shares of Vanguard FTSE Emerging Markets ETF worth $2.87M as of Q3 2022.
Doyle Wealth Management bought 2,110 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $85.7K.
Vanguard FTSE Emerging Markets ETF made up 0.25% of Doyle Wealth Management's portfolio in Q3 2022, its #73 holding.
Doyle Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2017 and has held it in 23 quarters since.
Doyle Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $4.14M in Q4 2021.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.