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

Emerson Wealth’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	$50K	Sell	1,192 -1,747	-59%	-$75.4K	0.03%	36
2022 Q1	$136K	Buy	2,939 +1,000	+52%	+$48.1K	0.08%	24
2021 Q4	$96K	Hold	1,939	–	–	0.05%	28
2021 Q3	$97K	Sell	1,939 -350	-15%	-$18.1K	0.05%	25
2021 Q2	$124K	Hold	2,289	–	–	0.07%	23
2021 Q1	$119K	Buy	+2,289	New	+$122K	0.07%	22
2020 Q2	–	Sell	-13,458	Closed	-$452K	–	23
2020 Q1	$452K	Sell	13,458 -2,243	-14%	-$91.4K	0.4%	18
2019 Q4	$698K	Buy	15,701 +486	+3%	+$20.6K	0.47%	13
2019 Q3	$613K	Sell	15,215 -420	-3%	-$17.3K	0.45%	15
2019 Q2	$665K	Buy	15,635 +350	+2%	+$14.7K	0.49%	14
2019 Q1	$650K	Hold	15,285	–	–	0.5%	14
2018 Q4	$582K	Buy	+15,285	New	+$592K	0.56%	15

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Emerson Wealth's VWO Position: Q2 2022 in Review

Emerson Wealth reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 59% in Q2 2022, selling an estimated $75.4K and leaving 1,192 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #36.

Emerson Wealth first reported a position in VWO in Q4 2018 and has held it in 12 quarters since. The position peaked at $698K in Q4 2019. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Emerson Wealth held 1,192 shares of Vanguard FTSE Emerging Markets ETF worth $50K as of Q2 2022.
Emerson Wealth sold 1,747 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $75.4K.
Vanguard FTSE Emerging Markets ETF made up 0.03% of Emerson Wealth's portfolio in Q2 2022, its #36 holding.
Emerson Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 12 quarters since.
Emerson Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $698K in Q4 2019.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.