Joseph P. Lucia & Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Joseph P. Lucia & Associates’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 Q3	–	Sell	-250	Closed	-$10K	–	437
2022 Q2	$10K	Hold	250	–	–	0.01%	309
2022 Q1	$12K	Buy	+250	New	+$12K	0.01%	306
2021 Q4	–	Sell	-250	Closed	-$13K	–	549
2021 Q3	$13K	Hold	250	–	–	0.01%	354
2021 Q2	$14K	Hold	250	–	–	0.01%	360
2021 Q1	$13K	Hold	250	–	–	0.01%	341
2020 Q4	$13K	Buy	+250	New	+$11.7K	0.01%	312
2020 Q3	–	Sell	-250	Closed	-$10K	–	447
2020 Q2	$10K	Buy	+250	New	+$9.26K	0.01%	316

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Joseph P. Lucia & Associates's VWO Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 250 shares — an estimated $10K sold.

Joseph P. Lucia & Associates first reported a position in VWO in Q2 2020 and held it in 7 quarters. The position peaked at $14K in Q2 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Joseph P. Lucia & Associates reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Joseph P. Lucia & Associates sold 250 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $10K.
Joseph P. Lucia & Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and held it in 7 quarters.
Joseph P. Lucia & Associates's Vanguard FTSE Emerging Markets ETF position peaked at $14K in Q2 2021.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.