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

Endowment 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
-4,059
Closed -$201K – 134
2021
Q4 		$201K Buy
+4,059
New +$205K 0.2% 115

Other funds holding VWO

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
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

Endowment Wealth Management's VWO Position: Q1 2022 in Review

Endowment Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2022, closing a stake of 4,059 shares — an estimated $201K sold.

Endowment Wealth Management first reported a position in VWO in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 1,895 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

  • Endowment Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Endowment Wealth Management sold 4,059 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $201K.
  • Endowment Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 1 quarter.
  • Endowment Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $201K in Q4 2021.
  • 1,895 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Endowment Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.