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Jamison Private Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Jamison Private Wealth Management’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
-1,697
Closed -$81.2K – 479
2024
Q3 		$81.2K Hold
1,697
– – 0.01% 230
2024
Q2 		$74.3K Sell
1,697
-72
-4% -$3.1K 0.01% 232
2024
Q1 		$73.9K Buy
+1,769
New +$72.2K 0.01% 237

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jamison Private Wealth Management's VWO Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 1,697 shares — an estimated $81.2K sold.

Jamison Private Wealth Management first reported a position in VWO in Q1 2024 and held it in 3 quarters. The position peaked at $81.2K in Q3 2024. 2,236 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Jamison Private Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,697 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $81.2K.
  • Jamison Private Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2024 and held it in 3 quarters.
  • Jamison Private Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $81.2K in Q3 2024.
  • 2,236 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.