FirstPurpose Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

FirstPurpose Wealth’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 Q1	$213K	Buy	+5,045	New	+$206K	0.08%	198
2023 Q2	–	Sell	-5,246	Closed	-$212K	–	210
2023 Q1	$212K	Sell	5,246 -886	-14%	-$36.1K	0.1%	175
2022 Q4	$239K	Buy	+6,132	New	+$234K	0.13%	148
2022 Q3	–	Sell	-7,256	Closed	-$302K	–	165
2022 Q2	$302K	Buy	+7,256	New	+$313K	0.2%	89
2022 Q1	–	Sell	-4,486	Closed	-$222K	–	162
2021 Q4	$222K	Buy	+4,486	New	+$226K	0.14%	125

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FirstPurpose Wealth's VWO Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024: 5,045 shares worth $213K. The stake represents 0.08% of the portfolio and ranks #198 among its holdings. This is a return to the name: FirstPurpose Wealth previously reported a position in VWO as recently as Q1 2023.

FirstPurpose Wealth first reported a position in VWO in Q4 2021 and has held it in 5 quarters since. The position peaked at $302K in Q2 2022. 2,033 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

FirstPurpose Wealth held 5,045 shares of Vanguard FTSE Emerging Markets ETF worth $213K as of Q1 2024.
Vanguard FTSE Emerging Markets ETF was a new FirstPurpose Wealth position in Q1 2024.
Vanguard FTSE Emerging Markets ETF made up 0.08% of FirstPurpose Wealth's portfolio in Q1 2024, its #198 holding.
FirstPurpose Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 5 quarters since.
FirstPurpose Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $302K in Q2 2022.
2,033 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.