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FinTrust Capital Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

FinTrust Capital Advisors’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
Q3 		$284K Buy
5,934
+27
+0.5% +$1.2K 0.05% 258
2024
Q2 		$258K Buy
5,907
+1,418
+32% +$61.1K 0.05% 251
2024
Q1 		$188K Buy
4,489
+162
+4% +$6.61K 0.04% 293
2023
Q4 		$178K Hold
4,327
– – 0.04% 291
2023
Q3 		$170K Sell
4,327
-8,132
-65% -$332K 0.04% 281
2023
Q2 		$486K Hold
12,459
– – 0.12% 166
2023
Q1 		$486K Hold
12,459
– – 0.12% 161
2022
Q4 		$486K Buy
12,459
+13
+0.1% +$496 0.12% 163
2022
Q3 		$455K Buy
12,446
+37
+0.3% +$1.5K 0.12% 169
2022
Q2 		$506K Sell
12,409
-825
-6% -$35.6K 0.13% 162
2022
Q1 		$610K Sell
13,234
-80
-0.6% -$3.85K 0.14% 145
2021
Q4 		$658K Buy
13,314
+8
+0.1% +$403 0.16% 129
2021
Q3 		$665K Sell
13,306
-192
-1% -$9.92K 0.18% 117
2021
Q2 		$733K Sell
13,498
-1,364
-9% -$72.7K 0.19% 101
2021
Q1 		$774K Buy
14,862
+1
+0% +$53 0.22% 93
2020
Q4 		$745K Sell
14,861
-3,282
-18% -$154K 0.24% 85
2020
Q3 		$785 Sell
18,143
-91
-0.5% -$3.96K 0.15% 84
2020
Q2 		$722K Sell
18,234
-988
-5% -$36.6K 0.29% 73
2020
Q1 		$645K Buy
19,222
+1,119
+6% +$45.6K 0.31% 65
2019
Q4 		$805K Buy
18,103
+400
+2% +$16.9K 0.33% 62
2019
Q3 		$713K Hold
17,703
– – 0.24% 81
2019
Q2 		$753K Sell
17,703
-184
-1% -$7.74K 0.3% 65
2019
Q1 		$760K Sell
17,887
-319
-2% -$13.1K 0.32% 61
2018
Q4 		$693K Buy
+18,206
New +$705K 0.34% 61

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

FinTrust Capital Advisors's VWO Position: Q3 2024 in Review

FinTrust Capital Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.46% in Q3 2024, buying an estimated $1.2K and bringing the position to 5,934 shares worth $284K. The position accounts for 0.05% of the portfolio, ranked #258.

FinTrust Capital Advisors first reported a position in VWO in Q4 2018 and has held it in 24 quarters since. The position peaked at $805K in Q4 2019. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • FinTrust Capital Advisors held 5,934 shares of Vanguard FTSE Emerging Markets ETF worth $284K as of Q3 2024.
  • FinTrust Capital Advisors bought 27 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $1.2K.
  • Vanguard FTSE Emerging Markets ETF made up 0.05% of FinTrust Capital Advisors's portfolio in Q3 2024, its #258 holding.
  • FinTrust Capital Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $805K in Q4 2019.
  • 2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.