Investors Asset Management of Georgia’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Investors Asset Management of Georgia’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 Q4	–	Sell	-3,976	Closed	-$145K	–	520
2022 Q3	$145K	Hold	3,976	–	–	0.07%	181
2022 Q2	$166K	Buy	+3,976	New	+$172K	0.09%	161
2022 Q1	–	Sell	-4,488	Closed	-$222K	–	182
2021 Q4	$222K	Buy	4,488 +5	+0.1%	+$252	0.11%	160
2021 Q3	$224K	Buy	4,483 +4	+0.1%	+$207	0.12%	152
2021 Q2	$243K	Buy	+4,479	New	+$239K	0.13%	145

Other funds holding VWO

AWA

Arete Wealth Advisors Chicago, Illinois $3.05B AUM 42.78% 1-Year Est. Return

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 $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Investors Asset Management of Georgia's VWO Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 3,976 shares — an estimated $145K sold.

Investors Asset Management of Georgia first reported a position in VWO in Q2 2021 and held it in 5 quarters. The position peaked at $243K in Q2 2021. 1,903 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Investors Asset Management of Georgia reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Investors Asset Management of Georgia sold 3,976 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $145K.
Investors Asset Management of Georgia first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and held it in 5 quarters.
Investors Asset Management of Georgia's Vanguard FTSE Emerging Markets ETF position peaked at $243K in Q2 2021.
1,903 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.