Freedman Financial Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Freedman Financial Associates’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 Q2	–	Sell	-175	Closed	-$8K	–	425
2022 Q1	$8K	Sell	175 -500	-74%	-$24.1K	0.01%	381
2021 Q4	$33K	Hold	675	–	–	0.02%	253
2021 Q3	$34K	Hold	675	–	–	0.02%	241
2021 Q2	$37K	Sell	675 -1,036	-61%	-$55.2K	0.03%	226
2021 Q1	$89K	Buy	1,711 +41	+2%	+$2.18K	0.07%	117
2020 Q4	$84K	Buy	+1,670	New	+$78.5K	0.08%	112

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedman Financial Associates's VWO Position: Q2 2022 in Review

Freedman Financial Associates sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 175 shares — an estimated $8K sold.

Freedman Financial Associates first reported a position in VWO in Q4 2020 and held it in 6 quarters. The position peaked at $89K in Q1 2021. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Freedman Financial Associates reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Freedman Financial Associates sold 175 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $8K.
Freedman Financial Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 6 quarters.
Freedman Financial Associates's Vanguard FTSE Emerging Markets ETF position peaked at $89K in Q1 2021.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.