Kings Point Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Kings Point Capital 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
2022 Q1	$1.66M	Sell	35,889 -9,560	-21%	-$460K	0.14%	85
2021 Q4	$2.25M	Buy	45,449 +738	+2%	+$37.2K	0.18%	80
2021 Q3	$2.24M	Buy	44,711 +476	+1%	+$24.6K	0.2%	82
2021 Q2	$2.4M	Sell	44,235 -1,551	-3%	-$82.6K	0.22%	82
2021 Q1	$2.38M	Buy	45,786 +6,593	+17%	+$351K	0.23%	76
2020 Q4	$1.96M	Sell	39,193 -790	-2%	-$37.1K	0.21%	82
2020 Q3	$1.73M	Sell	39,983 -2,290	-5%	-$99.6K	0.22%	79
2020 Q2	$1.67M	Sell	42,273 -200	-0.5%	-$7.4K	0.24%	74
2020 Q1	$1.43M	Sell	42,473 -376	-0.9%	-$15.3K	0.25%	75
2019 Q4	$1.91M	Buy	42,849 +2,670	+7%	+$113K	0.28%	75
2019 Q3	$1.62M	Buy	40,179 +572	+1%	+$23.6K	0.27%	76
2019 Q2	$1.69M	Buy	39,607 +17	+0%	+$715	0.31%	70
2019 Q1	$1.68M	Sell	39,590 -6,021	-13%	-$248K	0.33%	69
2018 Q4	$1.74M	Buy	45,611 +9,464	+26%	+$367K	0.39%	68
2018 Q3	$1.48M	Sell	36,147 -3,265	-8%	-$137K	0.28%	80
2018 Q2	$1.66M	Buy	39,412 +1,126	+3%	+$50.9K	0.33%	78
2018 Q1	$1.8M	Buy	38,286 +7,478	+24%	+$359K	0.36%	75
2017 Q4	$1.41M	Buy	30,808 +12,353	+67%	+$552K	0.3%	76
2017 Q3	$804K	Buy	18,455 +2,416	+15%	+$105K	0.18%	87
2017 Q2	$655K	Buy	16,039 +3,595	+29%	+$146K	0.15%	98
2017 Q1	$494K	Hold	12,444	–	–	0.12%	101
2016 Q4	$445K	Buy	12,444 +5,057	+68%	+$185K	0.11%	98
2016 Q3	$278K	Buy	7,387 +1	+0%	+$37	0.07%	104
2016 Q2	$260K	Sell	7,386 -12,149	-62%	-$415K	0.07%	106
2016 Q1	$676K	Sell	19,535 -1,256	-6%	-$39.4K	0.17%	78
2015 Q4	$680K	Sell	20,791 -11,949	-36%	-$411K	0.17%	85
2015 Q3	$1.08M	Sell	32,740 -823	-2%	-$29.9K	0.28%	73
2015 Q2	$1.37M	Buy	33,563 +976	+3%	+$41.9K	0.33%	68
2015 Q1	$1.33M	Sell	32,587 -3,093	-9%	-$126K	0.33%	62
2014 Q4	$1.43M	Buy	35,680 +35,426	+13,947%	+$1.46M	0.39%	57
2014 Q3	$11K	Hold	254	–	–	﹤0.01%	307
2014 Q2	$11K	Buy	+254	New	+$10.7K	﹤0.01%	320

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kings Point Capital Management's VWO Position: Q1 2022 in Review

Kings Point Capital Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 21% in Q1 2022, selling an estimated $460K and leaving 35,889 shares worth $1.66M. The position accounts for 0.14% of the portfolio, ranked #85.

Kings Point Capital Management first reported a position in VWO in Q2 2014 and has held it in 32 quarters since. The position peaked at $2.4M in Q2 2021. 1,894 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

Kings Point Capital Management held 35,889 shares of Vanguard FTSE Emerging Markets ETF worth $1.66M as of Q1 2022.
Kings Point Capital Management sold 9,560 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $460K.
Vanguard FTSE Emerging Markets ETF made up 0.14% of Kings Point Capital Management's portfolio in Q1 2022, its #85 holding.
Kings Point Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2014 and has held it in 32 quarters since.
Kings Point Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.4M in Q2 2021.
1,894 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.