Financial & Tax Architects’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Financial & Tax Architects’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	–	Sell	-44,850	Closed	-$1.81M	–	88
2023 Q1	$1.81M	Sell	44,850 -35,991	-45%	-$1.47M	0.6%	41
2022 Q4	$3.43M	Buy	80,841 +8,524	+12%	+$325K	1.17%	38
2022 Q3	$2.64M	Buy	72,317 +3,435	+5%	+$139K	0.99%	38
2022 Q2	$2.87M	Buy	68,882 +19,926	+41%	+$860K	1.09%	35
2022 Q1	$2.26M	Buy	48,956 +9,744	+25%	+$469K	0.85%	41
2021 Q4	$1.94M	Buy	39,212 +5,544	+16%	+$280K	0.79%	43
2021 Q3	$1.68M	Buy	33,668 +8,386	+33%	+$433K	0.77%	46
2021 Q2	$1.37M	Buy	25,282 +14,312	+130%	+$762K	0.67%	43
2021 Q1	$571K	Buy	+10,970	New	+$584K	0.32%	55

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

Financial & Tax Architects's VWO Position: Q2 2023 in Review

Financial & Tax Architects sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 44,850 shares — an estimated $1.81M sold.

Financial & Tax Architects first reported a position in VWO in Q1 2021 and held it in 9 quarters. The position peaked at $3.43M in Q4 2022. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Financial & Tax Architects reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Financial & Tax Architects sold 44,850 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $1.81M.
Financial & Tax Architects first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and held it in 9 quarters.
Financial & Tax Architects's Vanguard FTSE Emerging Markets ETF position peaked at $3.43M in Q4 2022.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Financial & Tax Architects's 13F filing for Q2 2023, filed 25 Jul 2023.