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Henrickson Nauta Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Henrickson Nauta Wealth 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
2024
Q1 		– Sell
-6,944
Closed -$285K – 78
2023
Q4 		$285K Buy
+6,944
New +$275K 0.14% 61
2022
Q1 		– Sell
-658
Closed -$32K – 263
2021
Q4 		$32K Buy
+658
New +$33.2K 0.03% 114

Other funds holding VWO

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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's VWO Position: Q1 2024 in Review

Henrickson Nauta Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 6,944 shares — an estimated $285K sold.

Henrickson Nauta Wealth Advisors first reported a position in VWO in Q4 2021 and held it in 2 quarters. The position peaked at $285K in Q4 2023. 2,033 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • Henrickson Nauta Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Henrickson Nauta Wealth Advisors sold 6,944 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $285K.
  • Henrickson Nauta Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 2 quarters.
  • Henrickson Nauta Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $285K in Q4 2023.
  • 2,033 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.