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Graves Light Lenhart Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Graves Light Lenhart Wealth’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 		– Sell
-5,634
Closed -$235K – 605
2022
Q2 		$235K Sell
5,634
-1,629
-22% -$70.3K 0.04% 156
2022
Q1 		$335K Buy
7,263
+3
+0% +$144 0.05% 132
2021
Q4 		$359K Buy
7,260
+1,360
+23% +$68.6K 0.05% 138
2021
Q3 		$295K Sell
5,900
-4,374
-43% -$226K 0.05% 139
2021
Q2 		$558K Sell
10,274
-51
-0.5% -$2.72K 0.09% 98
2021
Q1 		$537K Buy
10,325
+1,093
+12% +$58.2K 0.09% 99
2020
Q4 		$463K Sell
9,232
-466
-5% -$21.9K 0.09% 98
2020
Q3 		$419K Buy
9,698
+10
+0.1% +$435 0.09% 99
2020
Q2 		$384K Buy
9,688
+244
+3% +$9.03K 0.09% 101
2020
Q1 		$317K Buy
9,444
+2
+0% +$82 0.09% 108
2019
Q4 		$420K Sell
9,442
-25
-0.3% -$1.06K 0.09% 110
2019
Q3 		$396K Buy
9,467
+15
+0.2% +$619 0.09% 114
2019
Q2 		$402K Buy
9,452
+1,191
+14% +$50.1K 0.1% 106
2019
Q1 		$351K Buy
8,261
+538
+7% +$22.2K 0.09% 101
2018
Q4 		$294K Buy
+7,723
New +$299K 0.09% 110

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

Graves Light Lenhart Wealth's VWO Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 5,634 shares — an estimated $235K sold.

Graves Light Lenhart Wealth first reported a position in VWO in Q4 2018 and held it in 15 quarters. The position peaked at $558K in Q2 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

  • Graves Light Lenhart Wealth reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Graves Light Lenhart Wealth sold 5,634 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $235K.
  • Graves Light Lenhart Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 15 quarters.
  • Graves Light Lenhart Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $558K in Q2 2021.
  • 1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.