Eastover Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Eastover Investment 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	-9,600	Closed	-$376K	–	46
2023 Q3	$376K	Hold	9,600	–	–	0.23%	38
2023 Q2	$391K	Hold	9,600	–	–	0.21%	40
2023 Q1	$388K	Hold	9,600	–	–	0.22%	40
2022 Q4	$374K	Hold	9,600	–	–	0.21%	43
2022 Q3	$357K	Hold	9,600	–	–	0.22%	41
2022 Q2	$400K	Hold	9,600	–	–	0.24%	40
2022 Q1	$443K	Buy	+9,600	New	+$462K	0.23%	44

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

Eastover Investment Advisors's VWO Position: Q4 2023 in Review

Eastover Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 9,600 shares — an estimated $376K sold.

Eastover Investment Advisors first reported a position in VWO in Q1 2022 and held it in 7 quarters. The position peaked at $443K in Q1 2022. 2,050 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

Eastover Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Eastover Investment Advisors sold 9,600 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $376K.
Eastover Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and held it in 7 quarters.
Eastover Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $443K in Q1 2022.
2,050 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Eastover Investment Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.