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Goldstein Munger & Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Goldstein Munger & Associates’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
Q3 		$13.3M Sell
363,566
-12,128
-3% -$492K 4.37% 6
2022
Q2 		$15.6M Buy
375,694
+1,461
+0.4% +$63.1K 4.71% 6
2022
Q1 		$17.3M Sell
374,233
-1,291
-0.3% -$62.1K 4.48% 6
2021
Q4 		$18.6M Buy
375,524
+6,617
+2% +$334K 4.68% 6
2021
Q3 		$18.4M Buy
368,907
+3,064
+0.8% +$158K 4.95% 5
2021
Q2 		$19.9M Buy
365,843
+3,131
+0.9% +$167K 5.24% 5
2021
Q1 		$18.9M Buy
362,712
+16,082
+5% +$856K 5.27% 5
2020
Q4 		$17.4M Buy
346,630
+2,142
+0.6% +$101K 5.13% 6
2020
Q3 		$14.9M Buy
344,488
+13,297
+4% +$578K 5.01% 5
2020
Q2 		$13.1M Buy
331,191
+42,323
+15% +$1.57M 4.95% 5
2020
Q1 		$9.69M Buy
288,868
+46,790
+19% +$1.91M 4.77% 5
2019
Q4 		$10.8M Buy
242,078
+3,805
+2% +$161K 4.4% 6
2019
Q3 		$9.59M Buy
238,273
+3,019
+1% +$125K 4.23% 6
2019
Q2 		$10M Buy
235,254
+577
+0.2% +$24.3K 4.37% 6
2019
Q1 		$9.97M Buy
234,677
+5,758
+3% +$237K 4.35% 6
2018
Q4 		$8.72M Buy
228,919
+1,313
+0.6% +$50.9K 4.28% 6
2018
Q3 		$9.33M Buy
227,606
+2,032
+0.9% +$85.5K 3.95% 7
2018
Q2 		$9.52M Buy
225,574
+5,279
+2% +$238K 4.02% 7
2018
Q1 		$10.3M Buy
220,295
+701
+0.3% +$33.6K 4.46% 7
2017
Q4 		$10.1M Sell
219,594
-49
-0% -$2.19K 4.32% 7
2017
Q3 		$9.57M Sell
219,643
-1,094
-0.5% -$47.3K 4.29% 8
2017
Q2 		$9.01M Sell
220,737
-2,729
-1% -$111K 4.15% 8
2017
Q1 		$8.88M Sell
223,466
-5,694
-2% -$220K 3.9% 8
2016
Q4 		$8.2M Buy
229,160
+65,279
+40% +$2.39M 3.65% 9
2016
Q3 		$6.17M Sell
163,881
-16,839
-9% -$627K 2.81% 13
2016
Q2 		$6.37M Buy
180,720
+553
+0.3% +$18.9K 2.94% 12
2016
Q1 		$6.23M Sell
180,167
-22,765
-11% -$714K 2.7% 12
2015
Q4 		$6.64M Buy
202,932
+12,885
+7% +$443K 2.94% 11
2015
Q3 		$6.29M Sell
190,047
-103,311
-35% -$3.75M 2.86% 12
2015
Q2 		$12M Buy
293,358
+4,152
+1% +$178K 5.2% 5
2015
Q1 		$11.8M Buy
289,206
+16,159
+6% +$657K 5.05% 5
2014
Q4 		$10.9M Buy
273,047
+12,392
+5% +$510K 4.6% 6
2014
Q3 		$10.9M Sell
260,655
-260
-0.1% -$11.5K 4.49% 8
2014
Q2 		$11.3M Buy
260,915
+323
+0.1% +$13.6K 4.56% 8
2014
Q1 		$10.6M Sell
260,592
-2,911
-1% -$113K 4.87% 8
2013
Q4 		$10.8M Sell
263,503
-172,504
-40% -$7.11M 4.54% 6
2013
Q3 		$17.5M Sell
436,007
-95,699
-18% -$3.79M 6.82% 4
2013
Q2 		$20.6M Buy
+531,706
New +$22.3M 7.72% 4

Other funds holding VWO

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Goldstein Munger & Associates's VWO Position: Q3 2022 in Review

Goldstein Munger & Associates reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.2% in Q3 2022, selling an estimated $492K and leaving 363,566 shares worth $13.3M. The position accounts for 4.37% of the portfolio, ranked #6.

Goldstein Munger & Associates first reported a position in VWO in Q2 2013 and has held it in 38 quarters since. The position peaked at $20.6M in Q2 2013. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

  • Goldstein Munger & Associates held 363,566 shares of Vanguard FTSE Emerging Markets ETF worth $13.3M as of Q3 2022.
  • Goldstein Munger & Associates sold 12,128 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $492K.
  • Vanguard FTSE Emerging Markets ETF made up 4.37% of Goldstein Munger & Associates's portfolio in Q3 2022, its #6 holding.
  • Goldstein Munger & Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 38 quarters since.
  • Goldstein Munger & Associates's Vanguard FTSE Emerging Markets ETF position peaked at $20.6M in Q2 2013.
  • 1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Goldstein Munger & Associates's 13F filing for Q3 2022, filed 8 Nov 2022.