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Institute for Wealth Management’s VanEck Vietnam ETF VNM Stock Holding History

Institute for Wealth Management’s Portfolio VNM Stock Details VNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-10,261
Closed -$136K – 475
2022
Q3 		$136K Sell
10,261
-350
-3% -$5.17K 0.03% 432
2022
Q2 		$153K Hold
10,611
– – 0.03% 502
2022
Q1 		$200K Hold
10,611
– – 0.03% 517
2021
Q4 		$225K Buy
+10,611
New +$216K 0.04% 446
2020
Q1 		– Sell
-6,314
Closed -$101K – 669
2019
Q4 		$101K Buy
+6,314
New +$102K 0.02% 475

Other funds holding VNM

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TC
Trium Capital London, United Kingdom $163M AUM 45.8% 1-Year Est. Return
CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
DAM
Deltec Asset Management New York $545M AUM 33.4% 1-Year Est. Return
ST
Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return
EMPI
Elo Mutual Pension Insurance Espoo, Finland $6.06B AUM 24.33% 1-Year Est. Return

Institute for Wealth Management's VNM Position: Q4 2022 in Review

Institute for Wealth Management sold out of VanEck Vietnam ETF (VNM) in Q4 2022, closing a stake of 10,261 shares — an estimated $136K sold.

Institute for Wealth Management first reported a position in VNM in Q4 2019 and held it in 5 quarters. The position peaked at $225K in Q4 2021. 93 funds tracked by Wall St. Rank hold VNM as of Q4 2022.

  • Institute for Wealth Management reported no remaining VanEck Vietnam ETF position as of Q4 2022 after selling out during the quarter.
  • Institute for Wealth Management sold 10,261 VanEck Vietnam ETF shares in Q4 2022, an estimated $136K.
  • Institute for Wealth Management first reported a position in VanEck Vietnam ETF in Q4 2019 and held it in 5 quarters.
  • Institute for Wealth Management's VanEck Vietnam ETF position peaked at $225K in Q4 2021.
  • 93 funds tracked by Wall St. Rank held VanEck Vietnam ETF as of Q4 2022.

Based on Institute for Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.