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

Frontier Wealth Management’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	$650K	Sell	15,615 -988	-6%	-$42.7K	0.05%	216
2022 Q1	$755K	Sell	16,603 -386	-2%	-$18.6K	0.01%	206
2021 Q4	$840K	Hold	16,989	–	–	0.06%	213
2021 Q3	$850K	Buy	16,989 +3,203	+23%	+$166K	0.06%	202
2021 Q2	$749K	Sell	13,786 -65	-0.5%	-$3.46K	0.05%	212
2021 Q1	$721K	Sell	13,851 -3,787	-21%	-$202K	0.06%	204
2020 Q4	$884K	Sell	17,638 -5,970	-25%	-$280K	0.07%	173
2020 Q3	$1.02M	Buy	23,608 +458	+2%	+$19.9K	0.09%	149
2020 Q2	$917K	Sell	23,150 -3,951	-15%	-$146K	0.08%	152
2020 Q1	$909K	Buy	27,101 +14,225	+110%	+$580K	0.15%	125
2019 Q4	$573K	Buy	12,876 +420	+3%	+$17.8K	0.09%	163
2019 Q3	$501K	Sell	12,456 -2,025	-14%	-$83.6K	0.07%	187
2019 Q2	$616K	Sell	14,481 -934	-6%	-$39.3K	0.09%	165
2019 Q1	$655K	Sell	15,415 -2,904	-16%	-$120K	0.09%	187
2018 Q4	$698K	Sell	18,319 -2,650	-13%	-$103K	0.11%	167
2018 Q3	$860K	Buy	20,969 +4,948	+31%	+$208K	0.08%	165
2018 Q2	$676K	Sell	16,021 -308	-2%	-$13.9K	0.1%	181
2018 Q1	$767K	Sell	16,329 -240	-1%	-$11.5K	0.11%	174
2017 Q4	$761K	Buy	16,569 +331	+2%	+$14.8K	0.12%	159
2017 Q3	$707K	Buy	16,238 +1,473	+10%	+$63.7K	0.1%	186
2017 Q2	$603K	Sell	14,765 -117	-0.8%	-$4.74K	0.09%	194
2017 Q1	$591K	Buy	14,882 +134	+0.9%	+$5.17K	0.09%	200
2016 Q4	$528K	Buy	14,748 +21	+0.1%	+$769	0.09%	207
2016 Q3	$554K	Sell	14,727 -10,854	-42%	-$404K	0.08%	190
2016 Q2	$901K	Sell	25,581 -343	-1%	-$11.7K	0.14%	145
2016 Q1	$896K	Sell	25,924 -3,401	-12%	-$107K	0.08%	150
2015 Q4	$959K	Buy	29,325 +11,790	+67%	+$406K	0.15%	138
2015 Q3	$580K	Buy	17,535 +10,016	+133%	+$364K	0.09%	187
2015 Q2	$307K	Buy	7,519 +2	+0%	+$86	0.05%	256
2015 Q1	$307K	Sell	7,517 -7,347	-49%	-$299K	0.05%	224
2014 Q4	$595K	Buy	+14,864	New	+$612K	0.11%	126

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Frontier Wealth Management's VWO Position: Q2 2022 in Review

Frontier Wealth Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6% in Q2 2022, selling an estimated $42.7K and leaving 15,615 shares worth $650K. The position accounts for 0.05% of the portfolio, ranked #216.

Frontier Wealth Management first reported a position in VWO in Q4 2014 and has held it in 31 quarters since. The position peaked at $1.02M in Q3 2020. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Frontier Wealth Management held 15,615 shares of Vanguard FTSE Emerging Markets ETF worth $650K as of Q2 2022.
Frontier Wealth Management sold 988 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $42.7K.
Vanguard FTSE Emerging Markets ETF made up 0.05% of Frontier Wealth Management's portfolio in Q2 2022, its #216 holding.
Frontier Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 31 quarters since.
Frontier Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.02M in Q3 2020.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Frontier Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2022.