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

Greystone 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
Q3 		– Sell
-11,183
Closed -$455K – 122
2023
Q2 		$455K Sell
11,183
-166
-1% -$6.69K 0.11% 83
2023
Q1 		$458K Buy
+11,349
New +$462K 0.12% 81

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Vanguard Group
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Greystone Financial Group's VWO Position: Q3 2023 in Review

Greystone Financial Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 11,183 shares — an estimated $455K sold.

Greystone Financial Group first reported a position in VWO in Q1 2023 and held it in 2 quarters. The position peaked at $458K in Q1 2023. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • Greystone Financial Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Greystone Financial Group sold 11,183 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $455K.
  • Greystone Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and held it in 2 quarters.
  • Greystone Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $458K in Q1 2023.
  • 1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Greystone Financial Group's 13F filing for Q3 2023, filed 1 Nov 2023.