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First Personal Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

First Personal Financial Services’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 		$1.82K Hold
38
– – ﹤0.01% 356
2024
Q2 		$1.66K Sell
38
-533
-93% -$23K ﹤0.01% 333
2024
Q1 		$23.9K Buy
571
+533
+1,403% +$21.8K 0.01% 232
2023
Q4 		$1.56K Hold
38
– – ﹤0.01% 358
2023
Q3 		$1.49K Hold
38
– – ﹤0.01% 369
2023
Q2 		$1.55K Hold
38
– – ﹤0.01% 365
2023
Q1 		$1.54K Buy
+38
New +$1.55K ﹤0.01% 391
2020
Q4 		– Sell
-180
Closed -$8K – 322
2020
Q3 		$8K Hold
180
– – ﹤0.01% 263
2020
Q2 		$7K Hold
180
– – ﹤0.01% 271
2020
Q1 		$6K Sell
180
-493
-73% -$20.1K ﹤0.01% 262
2019
Q4 		$30K Sell
673
-6,801
-91% -$288K 0.01% 225
2019
Q3 		$301K Hold
7,474
– – 0.09% 109
2019
Q2 		$318K Sell
7,474
-1,819
-20% -$76.5K 0.09% 135
2019
Q1 		$395K Buy
9,293
+7,444
+403% +$307K 0.12% 124
2018
Q4 		$70K Sell
1,849
-90
-5% -$3.49K 0.02% 224
2018
Q3 		$79K Buy
1,939
+939
+94% +$39.5K 0.03% 227
2018
Q2 		$42K Sell
1,000
-142
-12% -$6.41K 0.01% 295
2018
Q1 		$54K Hold
1,142
– – 0.01% 425
2017
Q4 		$52K Buy
1,142
+142
+14% +$6.35K 0.01% 466
2017
Q3 		$44K Buy
+1,000
New +$43.3K 0.01% 447
2015
Q4 		– Sell
-260
Closed -$9K – 496
2015
Q3 		$9K Buy
+260
New +$9.44K 0.01% 293

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

First Personal Financial Services's VWO Position: Q3 2024 in Review

First Personal Financial Services held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2024 at 38 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #356.

First Personal Financial Services first reported a position in VWO in Q3 2015 and has held it in 21 quarters since. The position peaked at $395K in Q1 2019. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • First Personal Financial Services held 38 shares of Vanguard FTSE Emerging Markets ETF worth $1.82K as of Q3 2024.
  • First Personal Financial Services left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2024.
  • Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #356 holding.
  • First Personal Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2015 and has held it in 21 quarters since.
  • First Personal Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $395K in Q1 2019.
  • 2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.