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Heritage Oak Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Heritage Oak 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
Q4 		– Sell
-4,766
Closed -$228K – 186
2024
Q3 		$228K Buy
+4,766
New +$212K 0.11% 129

Other funds holding VWO

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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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Oak Wealth Advisors's VWO Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 4,766 shares — an estimated $228K sold.

Heritage Oak Wealth Advisors first reported a position in VWO in Q3 2024 and held it in 1 quarter. The position peaked at $228K in Q3 2024. 2,236 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Heritage Oak Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 4,766 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $228K.
  • Heritage Oak Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2024 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $228K in Q3 2024.
  • 2,236 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.