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

Freedom Wealth Alliance’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
Q3 		$369K Sell
9,407
-270
-3% -$11K 0.61% 24
2023
Q2 		$408K Buy
9,677
+35
+0.4% +$1.41K 0.57% 30
2023
Q1 		$390K Buy
9,642
+2,048
+27% +$83.5K 0.59% 29
2022
Q4 		$296K Buy
+7,594
New +$290K 0.42% 37

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Freedom Wealth Alliance's VWO Position: Q3 2023 in Review

Freedom Wealth Alliance reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.8% in Q3 2023, selling an estimated $11K and leaving 9,407 shares worth $369K. The position accounts for 0.61% of the portfolio, ranked #24.

Freedom Wealth Alliance first reported a position in VWO in Q4 2022 and has held it in 4 quarters since. The position peaked at $408K in Q2 2023. 1,913 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • Freedom Wealth Alliance held 9,407 shares of Vanguard FTSE Emerging Markets ETF worth $369K as of Q3 2023.
  • Freedom Wealth Alliance sold 270 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $11K.
  • Vanguard FTSE Emerging Markets ETF made up 0.61% of Freedom Wealth Alliance's portfolio in Q3 2023, its #24 holding.
  • Freedom Wealth Alliance first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 4 quarters since.
  • Freedom Wealth Alliance's Vanguard FTSE Emerging Markets ETF position peaked at $408K in Q2 2023.
  • 1,913 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.