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Keystone Wealth Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Keystone Wealth Services’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
Q2 		– Sell
-4,665
Closed -$215K – 189
2022
Q1 		$215K Buy
+4,665
New +$224K 0.09% 167

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Wells Fargo
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Northwestern Mutual Wealth Management
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Wealthfront Advisers
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keystone Wealth Services's VWO Position: Q2 2022 in Review

Keystone Wealth Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 4,665 shares — an estimated $215K sold.

Keystone Wealth Services first reported a position in VWO in Q1 2022 and held it in 1 quarter. The position peaked at $215K in Q1 2022. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

  • Keystone Wealth Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
  • Keystone Wealth Services sold 4,665 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $215K.
  • Keystone Wealth Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and held it in 1 quarter.
  • Keystone Wealth Services's Vanguard FTSE Emerging Markets ETF position peaked at $215K in Q1 2022.
  • 1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Keystone Wealth Services's 13F filing for Q2 2022, filed 13 Jul 2022.