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

GGM Wealth Advisors’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 Q4	–	Sell	-13,537	Closed	-$531K	–	148
2023 Q3	$531K	Hold	13,537	–	–	0.23%	76
2023 Q2	$554K	Hold	13,537	–	–	0.22%	76
2023 Q1	$546K	Buy	13,537 +100	+0.7%	+$4.08K	0.31%	45
2022 Q4	$551K	Sell	13,437 -1,385	-9%	-$52.8K	0.28%	68
2022 Q3	$527K	Hold	14,822	–	–	0.28%	68
2022 Q2	$598K	Buy	14,822 +6,278	+73%	+$271K	0.33%	59
2022 Q1	$384K	Buy	8,544 +211	+3%	+$10.2K	0.19%	91
2021 Q4	$420K	Buy	+8,333	New	+$420K	0.33%	59

Other funds holding VWO

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

GGM Wealth Advisors's VWO Position: Q4 2023 in Review

GGM Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 13,537 shares — an estimated $531K sold.

GGM Wealth Advisors first reported a position in VWO in Q4 2021 and held it in 8 quarters. The position peaked at $598K in Q2 2022. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

GGM Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
GGM Wealth Advisors sold 13,537 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $531K.
GGM Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 8 quarters.
GGM Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $598K in Q2 2022.
2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on GGM Wealth Advisors's 13F filing for Q4 2023, filed 30 Jan 2024.