Hayden Royal’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Hayden Royal’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
2021 Q4	$111K	Buy	+2,241	New	+$113K	0.26%	120
2021 Q3	–	Sell	-4,362	Closed	-$237K	–	206
2021 Q2	$237K	Sell	4,362 -267	-6%	-$14.2K	0.13%	164
2021 Q1	$241K	Buy	+4,629	New	+$246K	0.14%	163
2020 Q4	–	Sell	-13,430	Closed	-$580K	–	574
2020 Q3	$580K	Buy	13,430 +138	+1%	+$6K	0.31%	80
2020 Q2	$526K	Buy	13,292 +231	+2%	+$8.55K	0.3%	74
2020 Q1	$438K	Buy	13,061 +1,654	+14%	+$67.4K	0.26%	102
2019 Q4	$498K	Sell	11,407 -5,156	-31%	-$218K	0.25%	97
2019 Q3	$667K	Buy	16,563 +238	+1%	+$9.82K	0.59%	60
2019 Q2	$697K	Buy	16,325 +1,749	+12%	+$73.6K	0.74%	38
2019 Q1	$619K	Buy	+14,576	New	+$600K	0.81%	39

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

Hayden Royal's VWO Position: Q4 2021 in Review

Hayden Royal opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2021: 2,241 shares worth $111K. The stake represents 0.26% of the portfolio and ranks #120 among its holdings. This is a return to the name: Hayden Royal previously reported a position in VWO as recently as Q2 2021.

Hayden Royal first reported a position in VWO in Q1 2019 and has held it in 10 quarters since. The position peaked at $697K in Q2 2019. 1,919 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

Hayden Royal held 2,241 shares of Vanguard FTSE Emerging Markets ETF worth $111K as of Q4 2021.
Vanguard FTSE Emerging Markets ETF was a new Hayden Royal position in Q4 2021.
Vanguard FTSE Emerging Markets ETF made up 0.26% of Hayden Royal's portfolio in Q4 2021, its #120 holding.
Hayden Royal first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and has held it in 10 quarters since.
Hayden Royal's Vanguard FTSE Emerging Markets ETF position peaked at $697K in Q2 2019.
1,919 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Hayden Royal's 13F filing for Q4 2021, filed 7 Feb 2022.