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Elwood & Goetz Wealth Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Elwood & Goetz Wealth Advisory Group’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
Q2 		– Sell
-4,375
Closed -$202K – 67
2022
Q1 		$202K Buy
+4,375
New +$210K 0.06% 63
2021
Q4 		– Sell
-6,674
Closed -$334K – 58
2021
Q3 		$334K Buy
+6,674
New +$345K 0.12% 41

Other funds holding VWO

Bank of America
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's VWO Position: Q2 2022 in Review

Elwood & Goetz Wealth Advisory Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 4,375 shares — an estimated $202K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in VWO in Q3 2021 and held it in 2 quarters. The position peaked at $334K in Q3 2021. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 4,375 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $202K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2021 and held it in 2 quarters.
  • Elwood & Goetz Wealth Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $334K in Q3 2021.
  • 1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2022, filed 11 Aug 2022.