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

EPG 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
2024
Q2 		– Sell
-9,885
Closed -$426K – 180
2024
Q1 		$413K Sell
9,885
-425
-4% -$17.3K 0.1% 185
2023
Q4 		$413K Buy
10,310
+991
+11% +$39.3K 0.11% 176
2023
Q3 		$365K Sell
9,319
-8
-0.1% -$327 0.11% 176
2023
Q2 		$379K Buy
9,327
+48
+0.5% +$1.94K 0.11% 170
2023
Q1 		$375K Buy
9,279
+40
+0.4% +$1.63K 0.12% 168
2022
Q4 		$360K Sell
9,239
-264
-3% -$10.1K 0.14% 139
2022
Q3 		$347K Buy
9,503
+762
+9% +$30.9K 0.14% 141
2022
Q2 		$364K Sell
8,741
-615
-7% -$26.6K 0.16% 140
2022
Q1 		$432K Sell
9,356
-3,433
-27% -$165K 0.15% 130
2021
Q4 		$633K Buy
12,789
+240
+2% +$12.1K 0.22% 94
2021
Q3 		$628K Sell
12,549
-8,607
-41% -$445K 0.25% 83
2021
Q2 		$1.15M Buy
21,156
+472
+2% +$25.1K 0.49% 46
2021
Q1 		$1.08M Buy
20,684
+4,026
+24% +$214K 0.52% 41
2020
Q4 		$835K Buy
16,658
+8,425
+102% +$396K 0.5% 44
2020
Q3 		$356K Buy
8,233
+149
+2% +$6.48K 0.26% 88
2020
Q2 		$320K Sell
8,084
-1,852
-19% -$68.6K 0.23% 101
2020
Q1 		$333K Sell
9,936
-885
-8% -$36.1K 0.24% 82
2019
Q4 		$481K Buy
+10,821
New +$458K 0.35% 48

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EPG Wealth Management's VWO Position: Q2 2024 in Review

EPG Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2024, closing a stake of 9,885 shares — an estimated $426K sold.

EPG Wealth Management first reported a position in VWO in Q4 2019 and held it in 18 quarters. The position peaked at $1.15M in Q2 2021. 2,051 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

  • EPG Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • EPG Wealth Management sold 9,885 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $426K.
  • EPG Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 18 quarters.
  • EPG Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.15M in Q2 2021.
  • 2,051 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.