Journey Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Journey Advisory Group’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 Q2	–	Sell	-7,983	Closed	-$323K	–	242
2023 Q1	$323K	Sell	7,983 -59,027	-88%	-$2.41M	0.05%	177
2022 Q4	$2.61M	Sell	67,010 -16,778	-20%	-$640K	0.65%	42
2022 Q3	$3.06M	Sell	83,788 -3,076	-4%	-$125K	0.78%	30
2022 Q2	$3.57M	Buy	86,864 +18,219	+27%	+$787K	0.82%	26
2022 Q1	$3.17M	Buy	68,645 +39,182	+133%	+$1.88M	0.8%	30
2021 Q4	$1.46M	Buy	29,463 +6,938	+31%	+$350K	0.4%	58
2021 Q3	$1.13M	Buy	22,525 +8,764	+64%	+$453K	0.36%	65
2021 Q2	$747K	Buy	13,761 +5,527	+67%	+$294K	0.24%	95
2021 Q1	$429K	Buy	8,234 +2,723	+49%	+$145K	0.15%	123
2020 Q4	$276K	Buy	+5,511	New	+$259K	0.1%	147

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Journey Advisory Group's VWO Position: Q2 2023 in Review

Journey Advisory Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 7,983 shares — an estimated $323K sold.

Journey Advisory Group first reported a position in VWO in Q4 2020 and held it in 10 quarters. The position peaked at $3.57M in Q2 2022. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Journey Advisory Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Journey Advisory Group sold 7,983 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $323K.
Journey Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 10 quarters.
Journey Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $3.57M in Q2 2022.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Journey Advisory Group's 13F filing for Q2 2023, filed 9 Aug 2023.