Householder Group Estate & Retirement Specialist’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Householder Group Estate & Retirement Specialist’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	-4,458	Closed	-$213K	–	1220
2024 Q3	$213K	Sell	4,458 -238	-5%	-$10.6K	0.06%	236
2024 Q2	$205K	Sell	4,696 -156	-3%	-$6.72K	0.06%	244
2024 Q1	$203K	Sell	4,852 -128	-3%	-$5.22K	0.06%	240
2023 Q4	$204K	Sell	4,980 -739	-13%	-$29.3K	0.07%	238
2023 Q3	$224K	Buy	+5,719	New	+$233K	0.08%	208
2023 Q1	$303K	Buy	+7,500	New	+$306K	0.12%	164
2022 Q4	–	Sell	-7,233	Closed	-$263K	–	1147
2022 Q3	$263K	Buy	7,233 +690	+11%	+$28K	0.11%	166
2022 Q2	$273K	Buy	6,543 +529	+9%	+$22.8K	0.12%	163
2022 Q1	$277K	Buy	6,014 +143	+2%	+$6.88K	0.11%	169
2021 Q4	$290K	Buy	+5,871	New	+$296K	0.11%	170

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VWO Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 4,458 shares — an estimated $213K sold.

Householder Group Estate & Retirement Specialist first reported a position in VWO in Q4 2021 and held it in 10 quarters. The position peaked at $303K in Q1 2023. 2,242 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 4,458 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $213K.
Householder Group Estate & Retirement Specialist first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 10 quarters.
Householder Group Estate & Retirement Specialist's Vanguard FTSE Emerging Markets ETF position peaked at $303K in Q1 2023.
2,242 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.