Laidlaw Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Laidlaw Wealth 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
2025 Q1	–	Sell	-5,082	Closed	-$224K	–	168
2024 Q4	$224K	Buy	+5,082	New	+$236K	0.1%	159
2022 Q3	–	Sell	-14,763	Closed	-$615K	–	377
2022 Q2	$615K	Sell	14,763 -798	-5%	-$34.5K	0.13%	175
2022 Q1	$718K	Buy	15,561 +24	+0.2%	+$1.16K	0.12%	173
2021 Q4	$768K	Buy	+15,537	New	+$784K	0.12%	166
2021 Q1	–	Sell	-18,383	Closed	-$921K	–	369
2020 Q4	$921K	Buy	+18,383	New	+$864K	0.19%	132

Other funds holding VWO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Laidlaw Wealth Management's VWO Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 5,082 shares — an estimated $224K sold.

Laidlaw Wealth Management first reported a position in VWO in Q4 2020 and held it in 5 quarters. The position peaked at $921K in Q4 2020. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

Laidlaw Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
Laidlaw Wealth Management sold 5,082 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $224K.
Laidlaw Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Laidlaw Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $921K in Q4 2020.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.