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

Endurance 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
2023 Q2	$22K	Sell	549 -84	-13%	-$3.39K	﹤0.01%	416
2023 Q1	$26K	Hold	633	–	–	﹤0.01%	415
2022 Q4	$25K	Buy	633 +476	+303%	+$18.1K	﹤0.01%	394
2022 Q3	$6K	Hold	157	–	–	﹤0.01%	510
2022 Q2	$7K	Sell	157 -800	-84%	-$34.5K	﹤0.01%	519
2022 Q1	$44K	Sell	957 -24,655	-96%	-$1.19M	0.01%	365
2021 Q4	$1.27M	Hold	25,612	–	–	0.14%	104
2021 Q3	$1.28M	Hold	25,612	–	–	0.14%	109
2021 Q2	$1.39M	Hold	25,612	–	–	0.15%	102
2021 Q1	$1.33M	Hold	25,612	–	–	0.16%	101
2020 Q4	$1.28M	Hold	25,612	–	–	0.16%	97
2020 Q3	$1.11M	Buy	25,612 +855	+3%	+$37.2K	0.16%	90
2020 Q2	$981K	Hold	24,757	–	–	0.16%	93
2020 Q1	$831K	Buy	24,757 +157	+0.6%	+$6.4K	0.16%	92
2019 Q4	$1.09M	Hold	24,600	–	–	0.17%	91
2019 Q3	$990K	Hold	24,600	–	–	0.16%	97
2019 Q2	$1.05M	Buy	+24,600	New	+$1.04M	0.16%	95
2018 Q2	–	Sell	-350	Closed	-$16K	–	518
2018 Q1	$16K	Hold	350	–	–	﹤0.01%	387
2017 Q4	$16K	Hold	350	–	–	﹤0.01%	370
2017 Q3	$15K	Hold	350	–	–	﹤0.01%	374
2017 Q2	$14K	Hold	350	–	–	﹤0.01%	389
2017 Q1	$14K	Hold	350	–	–	﹤0.01%	386
2016 Q4	$13K	Hold	350	–	–	﹤0.01%	371
2016 Q3	$13K	Hold	350	–	–	﹤0.01%	378
2016 Q2	$12K	Hold	350	–	–	﹤0.01%	370
2016 Q1	$12	Hold	350	–	–	﹤0.01%	374
2015 Q4	$11K	Hold	350	–	–	﹤0.01%	392
2015 Q3	$13K	Hold	350	–	–	﹤0.01%	378
2015 Q2	$14K	Buy	+350	New	+$15K	﹤0.01%	385

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Endurance Wealth Management's VWO Position: Q2 2023 in Review

Endurance Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 13% in Q2 2023, selling an estimated $3.39K and leaving 549 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Endurance Wealth Management first reported a position in VWO in Q2 2015 and has held it in 29 quarters since. The position peaked at $1.39M in Q2 2021. 1,939 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Endurance Wealth Management held 549 shares of Vanguard FTSE Emerging Markets ETF worth $22K as of Q2 2023.
Endurance Wealth Management sold 84 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $3.39K.
Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #416 holding.
Endurance Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2015 and has held it in 29 quarters since.
Endurance Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.39M in Q2 2021.
1,939 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.