Financial Partners Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Financial Partners Capital 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 Q4	$1.77M	Buy	45,300 +37,480	+479%	+$1.43M	0.39%	64
2022 Q3	$285K	Hold	7,820	–	–	0.07%	108
2022 Q2	$326K	Buy	7,820 +1,950	+33%	+$84.2K	0.07%	109
2022 Q1	$271K	Buy	5,870 +670	+13%	+$32.2K	0.05%	111
2021 Q4	$257K	Buy	5,200 +70	+1%	+$3.53K	0.05%	113
2021 Q3	$257K	Buy	+5,130	New	+$265K	0.05%	105
2020 Q2	–	Sell	-94,837	Closed	-$3.18M	–	100
2020 Q1	$3.18M	Buy	+94,837	New	+$3.87M	1.02%	34
2018 Q4	$3.88M	Buy	101,928 +32,040	+46%	+$1.24M	1.28%	31
2018 Q3	$2.87M	Sell	69,888 -375	-0.5%	-$15.8K	0.81%	37
2018 Q2	$2.96M	Sell	70,263 -3,777	-5%	-$171K	0.9%	38
2018 Q1	$3.48M	Sell	74,040 -3,810	-5%	-$183K	1.05%	36
2017 Q4	$3.57M	Buy	77,850 +6,655	+9%	+$297K	0.66%	52
2017 Q3	$3.1M	Sell	71,195 -595	-0.8%	-$25.7K	0.59%	55
2017 Q2	$2.93M	Sell	71,790 -1,530	-2%	-$62K	0.61%	52
2017 Q1	$2.91M	Sell	73,320 -1,905	-3%	-$73.5K	0.64%	54
2016 Q4	$2.69M	Buy	75,225 +13,125	+21%	+$481K	0.65%	51
2016 Q3	$2.36M	Sell	62,100 -2,025	-3%	-$75.4K	0.6%	51
2016 Q2	$2.26M	Buy	64,125 +800	+1%	+$27.3K	0.6%	48
2016 Q1	$2.19M	Buy	63,325 +13,155	+26%	+$413K	0.54%	53
2015 Q4	$1.64M	Sell	50,170 -44,523	-47%	-$1.53M	0.39%	61
2015 Q3	$3.13M	Sell	94,693 -1,315	-1%	-$47.8K	0.79%	53
2015 Q2	$3.92M	Sell	96,008 -525	-0.5%	-$22.6K	0.96%	44
2015 Q1	$3.94M	Sell	96,533 -2,675	-3%	-$109K	0.99%	44
2014 Q4	$3.97M	Buy	99,208 +4,210	+4%	+$173K	1.08%	39
2014 Q3	$3.96M	Buy	94,998 +1,158	+1%	+$51.4K	1.14%	37
2014 Q2	$4.05M	Buy	93,840 +2,285	+2%	+$96.3K	1.23%	33
2014 Q1	$3.71M	Buy	91,555 +11,385	+14%	+$442K	1.2%	34
2013 Q4	$3.3M	Buy	80,170 +1,825	+2%	+$75.2K	1.09%	35
2013 Q3	$3.14M	Buy	78,345 +5,245	+7%	+$208K	1.25%	34
2013 Q2	$2.84M	Buy	+73,100	New	+$3.07M	1.27%	30

Other funds holding VWO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Financial Partners Capital Management's VWO Position: Q4 2022 in Review

Financial Partners Capital Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 479% in Q4 2022, buying an estimated $1.43M and bringing the position to 45,300 shares worth $1.77M. The position accounts for 0.39% of the portfolio, ranked #64.

Financial Partners Capital Management first reported a position in VWO in Q2 2013 and has held it in 30 quarters since. The position peaked at $4.05M in Q2 2014. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Financial Partners Capital Management held 45,300 shares of Vanguard FTSE Emerging Markets ETF worth $1.77M as of Q4 2022.
Financial Partners Capital Management bought 37,480 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $1.43M.
Vanguard FTSE Emerging Markets ETF made up 0.39% of Financial Partners Capital Management's portfolio in Q4 2022, its #64 holding.
Financial Partners Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 30 quarters since.
Financial Partners Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $4.05M in Q2 2014.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Financial Partners Capital Management's 13F filing for Q4 2022, filed 13 Feb 2023.