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ERn Financial LLC’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

ERn Financial LLC’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
-4,739
Closed -$219K – 194
2022
Q1 		$219K Sell
4,739
-329
-6% -$15.8K 0.05% 160
2021
Q4 		$251K Buy
+5,068
New +$256K 0.06% 138

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Vanguard Group
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Wells Fargo
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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

ERn Financial LLC's VWO Position: Q2 2022 in Review

ERn Financial LLC sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 4,739 shares — an estimated $219K sold.

ERn Financial LLC first reported a position in VWO in Q4 2021 and held it in 2 quarters. The position peaked at $251K in Q4 2021. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

  • ERn Financial LLC reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • ERn Financial LLC sold 4,739 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $219K.
  • ERn Financial LLC first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 2 quarters.
  • ERn Financial LLC's Vanguard FTSE Emerging Markets ETF position peaked at $251K in Q4 2021.
  • 1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on ERn Financial LLC's 13F filing for Q2 2022, filed 2 Aug 2022.