Investments & Financial Planning LLC’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Investments & Financial Planning LLC’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
2023 Q3	–	Sell	-5,069	Closed	-$206K	–	35
2023 Q2	$206K	Sell	5,069 -382	-7%	-$15.4K	0.18%	35
2023 Q1	$220K	Sell	5,451 -920	-14%	-$37.5K	0.2%	34
2022 Q4	$248K	Buy	+6,371	New	+$243K	0.24%	32
2022 Q2	$279K	Sell	6,689 -13	-0.2%	-$561	0.29%	29
2022 Q1	$309K	Buy	6,702 +34	+0.5%	+$1.64K	0.27%	27
2021 Q4	$336K	Buy	+6,668	New	+$336K	0.3%	25

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Investments & Financial Planning LLC's VWO Position: Q3 2023 in Review

Investments & Financial Planning LLC sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 5,069 shares — an estimated $206K sold.

Investments & Financial Planning LLC first reported a position in VWO in Q4 2021 and held it in 6 quarters. The position peaked at $336K in Q4 2021. 1,913 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Investments & Financial Planning LLC reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Investments & Financial Planning LLC sold 5,069 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $206K.
Investments & Financial Planning LLC first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 6 quarters.
Investments & Financial Planning LLC's Vanguard FTSE Emerging Markets ETF position peaked at $336K in Q4 2021.
1,913 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Investments & Financial Planning LLC's 13F filing for Q3 2023, filed 18 Oct 2023.