HC Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

HC Financial Advisors’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 Q2	$54K	Buy	1,303 +809	+164%	+$34.9K	0.04%	124
2022 Q1	$23K	Sell	494 -2	-0.4%	-$96	0.01%	187
2021 Q4	$25K	Buy	496 +92	+23%	+$4.64K	0.01%	187
2021 Q3	$20K	Hold	404	–	–	0.01%	193
2021 Q2	$22K	Hold	404	–	–	0.01%	183
2021 Q1	$21K	Sell	404 -7	-2%	-$373	0.01%	188
2020 Q4	$21K	Buy	411 +7	+2%	+$329	0.01%	197
2020 Q3	$17K	Hold	404	–	–	0.01%	198
2020 Q2	$16K	Sell	404 -1,185	-75%	-$43.9K	0.01%	194
2020 Q1	$53K	Buy	+1,589	New	+$64.8K	0.05%	103

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HC Financial Advisors's VWO Position: Q2 2022 in Review

HC Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 164% in Q2 2022, buying an estimated $34.9K and bringing the position to 1,303 shares worth $54K. The position accounts for 0.04% of the portfolio, ranked #124.

HC Financial Advisors first reported a position in VWO in Q1 2020 and has held it in 10 quarters since. 1,860 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

HC Financial Advisors held 1,303 shares of Vanguard FTSE Emerging Markets ETF worth $54K as of Q2 2022.
HC Financial Advisors bought 809 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $34.9K.
Vanguard FTSE Emerging Markets ETF made up 0.04% of HC Financial Advisors's portfolio in Q2 2022, its #124 holding.
HC Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and has held it in 10 quarters since.
1,860 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.