Johanson Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Johanson Financial 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
2021 Q4	$550K	Buy	11,120 +570	+5%	+$28.7K	0.17%	84
2021 Q3	$528K	Buy	10,550 +520	+5%	+$26.9K	0.18%	81
2021 Q2	$535K	Sell	10,030 -1,068	-10%	-$56.9K	0.18%	81
2021 Q1	$579K	Buy	11,098 +1,809	+19%	+$96.3K	0.21%	74
2020 Q4	$465K	Buy	9,289 +2,779	+43%	+$131K	0.19%	79
2020 Q3	$284K	Buy	+6,510	New	+$283K	0.13%	90
2020 Q1	–	Sell	-247,809	Closed	-$5.57M	–	247
2019 Q4	$5.57M	Buy	247,809 +242,591	+4,649%	+$10.3M	0.26%	58
2019 Q3	$209K	Buy	5,218 +113	+2%	+$4.67K	0.11%	96
2019 Q2	$216K	Buy	5,105 +13	+0.3%	+$547	0.12%	96
2019 Q1	$217K	Buy	+5,092	New	+$210K	0.12%	95

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

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

Johanson Financial Advisors's VWO Position: Q4 2021 in Review

Johanson Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.4% in Q4 2021, buying an estimated $28.7K and bringing the position to 11,120 shares worth $550K. The position accounts for 0.17% of the portfolio, ranked #84.

Johanson Financial Advisors first reported a position in VWO in Q1 2019 and has held it in 10 quarters since. The position peaked at $5.57M in Q4 2019. 1,919 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

Johanson Financial Advisors held 11,120 shares of Vanguard FTSE Emerging Markets ETF worth $550K as of Q4 2021.
Johanson Financial Advisors bought 570 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $28.7K.
Vanguard FTSE Emerging Markets ETF made up 0.17% of Johanson Financial Advisors's portfolio in Q4 2021, its #84 holding.
Johanson Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and has held it in 10 quarters since.
Johanson Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $5.57M in Q4 2019.
1,919 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Johanson Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.