Hudson Valley Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Hudson Valley Investment 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 Q1	–	Sell	-5,605	Closed	-$277K	–	224
2021 Q4	$277K	Hold	5,605	–	–	0.04%	161
2021 Q3	$280K	Hold	5,605	–	–	0.05%	158
2021 Q2	$304K	Sell	5,605 -5,595	-50%	-$298K	0.05%	144
2021 Q1	$583K	Buy	+11,200	New	+$596K	0.1%	112

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

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

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

Hudson Valley Investment Advisors's VWO Position: Q1 2022 in Review

Hudson Valley Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2022, closing a stake of 5,605 shares — an estimated $277K sold.

Hudson Valley Investment Advisors first reported a position in VWO in Q1 2021 and held it in 4 quarters. The position peaked at $583K in Q1 2021. 1,895 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

Hudson Valley Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Hudson Valley Investment Advisors sold 5,605 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $277K.
Hudson Valley Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and held it in 4 quarters.
Hudson Valley Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $583K in Q1 2021.
1,895 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Hudson Valley Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.