Kowal Investment Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Kowal Investment 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 Q4	–	Sell	-5,946	Closed	-$233K	–	174
2023 Q3	$233K	Sell	5,946 -37	-0.6%	-$1.51K	0.06%	134
2023 Q2	$243K	Sell	5,983 -1,469	-20%	-$59.2K	0.07%	140
2023 Q1	$301K	Buy	+7,452	New	+$304K	0.09%	115
2021 Q4	–	Sell	-3,400	Closed	-$170K	–	930
2021 Q3	$170K	Buy	+3,400	New	+$176K	0.05%	108

Other funds holding VWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Kowal Investment Group's VWO Position: Q4 2023 in Review

Kowal Investment Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 5,946 shares — an estimated $233K sold.

Kowal Investment Group first reported a position in VWO in Q3 2021 and held it in 4 quarters. The position peaked at $301K in Q1 2023. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

Kowal Investment Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Kowal Investment Group sold 5,946 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $233K.
Kowal Investment Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2021 and held it in 4 quarters.
Kowal Investment Group's Vanguard FTSE Emerging Markets ETF position peaked at $301K in Q1 2023.
2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Kowal Investment Group's 13F filing for Q4 2023, filed 22 Jan 2024.