GoalVest Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

GoalVest Advisory’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
2024 Q2	–	Sell	-1,844	Closed	-$77K	–	409
2024 Q1	$77K	Buy	+1,844	New	+$75.3K	0.03%	167
2023 Q3	–	Sell	-122	Closed	-$4.96K	–	485
2023 Q2	$4.96K	Sell	122 -70	-36%	-$2.82K	﹤0.01%	302
2023 Q1	$7.76K	Buy	192 +181	+1,645%	+$7.38K	﹤0.01%	193
2022 Q4	$429	Sell	11 -440	-98%	-$16.8K	﹤0.01%	237
2022 Q3	$16K	Sell	451 -1,723	-79%	-$70K	0.01%	167
2022 Q2	$89K	Sell	2,174 -1,991	-48%	-$86K	0.06%	135
2022 Q1	$192K	Buy	+4,165	New	+$200K	0.11%	111
2021 Q2	$233K	Buy	4,287 +2,624	+158%	+$140K	0.14%	116
2021 Q1	$87K	Buy	1,663 +1,001	+151%	+$53.3K	0.06%	113
2020 Q4	$33K	Buy	+662	New	+$31.1K	0.03%	136

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GoalVest Advisory's VWO Position: Q2 2024 in Review

GoalVest Advisory sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2024, closing a stake of 1,844 shares — an estimated $77K sold.

GoalVest Advisory first reported a position in VWO in Q4 2020 and held it in 10 quarters. The position peaked at $233K in Q2 2021. 2,051 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

GoalVest Advisory reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
GoalVest Advisory sold 1,844 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $77K.
GoalVest Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 10 quarters.
GoalVest Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $233K in Q2 2021.
2,051 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on GoalVest Advisory's 13F filing for Q2 2024, filed 30 Jul 2024.