Fullen Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Fullen Financial Group’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 Q1	$6.16M	Buy	153,071 +13,567	+10%	+$553K	3.32%	9
2022 Q4	$5.89M	Buy	139,504 +8,449	+6%	+$322K	3.34%	9
2022 Q3	$4.65M	Buy	131,055 +4,755	+4%	+$193K	2.96%	9
2022 Q2	$5.26M	Buy	126,300 +6,220	+5%	+$269K	3.39%	9
2022 Q1	$5.54M	Buy	120,080 +6,886	+6%	+$331K	3.23%	9
2021 Q4	$5.6M	Buy	113,194 +1,947	+2%	+$98.2K	3.12%	9
2021 Q3	$5.47M	Buy	111,247 +7,614	+7%	+$393K	3.13%	9
2021 Q2	$5.63M	Buy	103,633 +2,767	+3%	+$147K	3.32%	9
2021 Q1	$5.25M	Buy	100,866 +2,889	+3%	+$154K	3.36%	9
2020 Q4	$4.91M	Buy	97,977 +1,767	+2%	+$83K	3.33%	9
2020 Q3	$4.16M	Buy	96,210 +5,337	+6%	+$232K	3.17%	11
2020 Q2	$3.6M	Buy	+90,873	New	+$3.36M	2.99%	11

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Fullen Financial Group's VWO Position: Q1 2023 in Review

Fullen Financial Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.7% in Q1 2023, buying an estimated $553K and bringing the position to 153,071 shares worth $6.16M. The position accounts for 3.32% of the portfolio, ranked #9.

Fullen Financial Group first reported a position in VWO in Q2 2020 and has held it in 12 quarters since. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Fullen Financial Group held 153,071 shares of Vanguard FTSE Emerging Markets ETF worth $6.16M as of Q1 2023.
Fullen Financial Group bought 13,567 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $553K.
Vanguard FTSE Emerging Markets ETF made up 3.32% of Fullen Financial Group's portfolio in Q1 2023, its #9 holding.
Fullen Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and has held it in 12 quarters since.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Fullen Financial Group's 13F filing for Q1 2023, filed 30 May 2023.