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

Elk River 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 Q1	–	Sell	-8,901	Closed	-$440K	–	139
2021 Q4	$440K	Sell	8,901 -763	-8%	-$38.5K	0.1%	90
2021 Q3	$483K	Sell	9,664 -1,056	-10%	-$54.6K	0.12%	81
2021 Q2	$582K	Buy	10,720 +50	+0.5%	+$2.66K	0.15%	77
2021 Q1	$555K	Sell	10,670 -84	-0.8%	-$4.47K	0.16%	77
2020 Q4	$539K	Buy	+10,754	New	+$505K	0.18%	78

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elk River Wealth Management's VWO Position: Q1 2022 in Review

Elk River Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2022, closing a stake of 8,901 shares — an estimated $440K sold.

Elk River Wealth Management first reported a position in VWO in Q4 2020 and held it in 5 quarters. The position peaked at $582K in Q2 2021. 1,895 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

Elk River Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Elk River Wealth Management sold 8,901 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $440K.
Elk River Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Elk River Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $582K in Q2 2021.
1,895 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Elk River Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.