Landmark Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $8.65M | Sell |
210,413
-13,189
| -6% | -$523K | 3.11% | 11 |
|
|
2023
Q3 | $8.77M | Sell |
223,602
-6,772
| -3% | -$276K | 3.56% | 10 |
|
|
2023
Q2 | $9.37M | Sell |
230,374
-38,219
| -14% | -$1.54M | 3.85% | 8 |
|
|
2023
Q1 | $10.9M | Sell |
268,593
-9,450
| -3% | -$385K | 4.77% | 7 |
|
|
2022
Q4 | $10.8M | Sell |
278,043
-50,661
| -15% | -$1.93M | 5% | 7 |
|
|
2022
Q3 | $12M | Sell |
328,704
-68,972
| -17% | -$2.8M | 6.34% | 3 |
|
|
2022
Q2 | $16.6M | Sell |
397,676
-7,044
| -2% | -$304K | 8.14% | 3 |
|
|
2022
Q1 | $17.5M | Sell |
404,720
-79,553
| -16% | -$3.83M | 8.38% | 3 |
|
|
2021
Q4 | $24M | Buy |
484,273
+121,969
| +34% | +$6.15M | 10.66% | 2 |
|
|
2021
Q3 | $18.9M | Sell |
362,304
-52,005
| -13% | -$2.69M | 10.17% | 2 |
|
|
2021
Q2 | $22.5M | Buy |
414,309
+52,005
| +14% | +$2.77M | 10.76% | 2 |
|
|
2021
Q1 | $18.9M | Buy |
362,304
+107,108
| +42% | +$5.7M | 10.15% | 2 |
|
|
2020
Q4 | $13.2M | Buy |
255,196
+33,412
| +15% | +$1.57M | 7.46% | 4 |
|
|
2020
Q3 | $9.69M | Buy |
221,784
+69
| +0% | +$3K | 6.14% | 6 |
|
|
2020
Q2 | $9.51M | Sell |
221,715
-22,197
| -9% | -$822K | 6.21% | 6 |
|
|
2020
Q1 | $8.7M | Sell |
243,912
-5,131
| -2% | -$209K | 5.96% | 7 |
|
|
2019
Q4 | $11.1M | Buy |
249,043
+4,165
| +2% | +$176K | 6.47% | 6 |
|
|
2019
Q3 | $9.86M | Buy |
244,878
+7,310
| +3% | +$302K | 6.13% | 6 |
|
|
2019
Q2 | $10.1M | Buy |
237,568
+13,691
| +6% | +$576K | 6.18% | 6 |
|
|
2019
Q1 | $9.51M | Sell |
223,877
-1,020
| -0.5% | -$42K | 6.24% | 5 |
|
|
2018
Q4 | $8.57M | Buy |
224,897
+53,749
| +31% | +$2.08M | 5.6% | 6 |
|
|
2018
Q3 | $7.02M | Buy |
171,148
+30,622
| +22% | +$1.29M | 4.17% | 8 |
|
|
2018
Q2 | $5.93M | Sell |
140,526
-15,118
| -10% | -$683K | 3.68% | 10 |
|
|
2018
Q1 | $7.31M | Sell |
155,644
-43,589
| -22% | -$2.09M | 4.59% | 7 |
|
|
2017
Q4 | $9.15M | Sell |
199,233
-15,728
| -7% | -$703K | 5.79% | 5 |
|
|
2017
Q3 | $9.37M | Sell |
214,961
-17,825
| -8% | -$771K | 6.33% | 5 |
|
|
2017
Q2 | $9.5M | Sell |
232,786
-4,393
| -2% | -$178K | 6.83% | 5 |
|
|
2017
Q1 | $9.42M | Sell |
237,179
-11,800
| -5% | -$455K | 7.01% | 5 |
|
|
2016
Q4 | $8.91M | Buy |
248,979
+3,092
| +1% | +$113K | 7.13% | 5 |
|
|
2016
Q3 | $9.25M | Buy |
245,887
+22,640
| +10% | +$843K | 7.87% | 5 |
|
|
2016
Q2 | $7.86M | Buy |
223,247
+19,648
| +10% | +$671K | 7.36% | 4 |
|
|
2016
Q1 | $7.04M | Buy |
203,599
+26,092
| +15% | +$818K | 7.14% | 4 |
|
|
2015
Q4 | $5.81M | Buy |
177,507
+123,004
| +226% | +$4.23M | 6.12% | 5 |
|
|
2015
Q3 | $1.8M | Buy |
54,503
+6,700
| +14% | +$243K | 1.99% | 16 |
|
|
2015
Q2 | $1.95M | Buy |
47,803
+17,150
| +56% | +$737K | 2.02% | 15 |
|
|
2015
Q1 | $1.23M | Hold |
30,653
| – | – | 1.29% | 19 |
|
|
2014
Q4 | $1.23M | Buy |
+30,653
| New | +$1.26M | 1.27% | 18 |
|
Other funds holding VWO
WL
Landmark Financial Advisors's VWO Position: Q4 2023 in Review
Landmark Financial Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.9% in Q4 2023, selling an estimated $523K and leaving 210,413 shares worth $8.65M. The position accounts for 3.11% of the portfolio, ranked #11.
Landmark Financial Advisors first reported a position in VWO in Q4 2014 and has held it in 37 quarters since. The position peaked at $24M in Q4 2021. 2,053 funds tracked by Wall St. Rank hold VWO as of Q4 2023.
- Landmark Financial Advisors held 210,413 shares of Vanguard FTSE Emerging Markets ETF worth $8.65M as of Q4 2023.
- Landmark Financial Advisors sold 13,189 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $523K.
- Vanguard FTSE Emerging Markets ETF made up 3.11% of Landmark Financial Advisors's portfolio in Q4 2023, its #11 holding.
- Landmark Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 37 quarters since.
- Landmark Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $24M in Q4 2021.
- 2,053 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.
Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.