H&H Retirement Design & Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

H&H Retirement Design & Management’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 Q1	–	Sell	-5,381	Closed	-$218K	–	88
2023 Q4	$218K	Hold	5,381	–	–	0.14%	58
2023 Q3	$210K	Sell	5,381 -206	-4%	-$8.41K	0.15%	55
2023 Q2	$236K	Sell	5,587 -38	-0.7%	-$1.53K	0.16%	48
2023 Q1	$230K	Sell	5,625 -30,075	-84%	-$1.23M	0.15%	46
2022 Q4	$1.5M	Sell	35,700 -649	-2%	-$24.7K	1.27%	22
2022 Q3	$1.3M	Sell	36,349 -5,053	-12%	-$205K	1.22%	22
2022 Q2	$1.7M	Sell	41,402 -11,066	-21%	-$478K	1.24%	22
2022 Q1	$2.42M	Buy	52,468 +1,472	+3%	+$70.8K	1.65%	15
2021 Q4	$2.42M	Buy	+50,996	New	+$2.57M	1.53%	16

Other funds holding VWO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

H&H Retirement Design & Management's VWO Position: Q1 2024 in Review

H&H Retirement Design & Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 5,381 shares — an estimated $218K sold.

H&H Retirement Design & Management first reported a position in VWO in Q4 2021 and held it in 9 quarters. The position peaked at $2.42M in Q1 2022. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

H&H Retirement Design & Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
H&H Retirement Design & Management sold 5,381 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $218K.
H&H Retirement Design & Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 9 quarters.
H&H Retirement Design & Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.42M in Q1 2022.
2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on H&H Retirement Design & Management's 13F filing for Q1 2024, filed 24 Apr 2024.