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Laurel Wealth Advisors (California)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$12.6M Buy
+324,478
New +$12.4M 1.25% 9
2021
Q2 		– Sell
-4,322
Closed -$224K – 514
2021
Q1 		$224K Sell
4,322
-37,604
-90% -$2M 0.03% 421
2020
Q4 		$2.1M Buy
41,926
+2,041
+5% +$95.9K 0.31% 76
2020
Q3 		$1.72M Sell
39,885
-123
-0.3% -$5.35K 0.28% 82
2020
Q2 		$1.58M Sell
40,008
-3,024
-7% -$112K 0.29% 88
2020
Q1 		$1.44M Sell
43,032
-19,905
-32% -$811K 0.33% 75
2019
Q4 		$2.8M Buy
62,937
+8,640
+16% +$366K 0.47% 53
2019
Q3 		$2.19M Buy
54,297
+13,872
+34% +$573K 0.37% 65
2019
Q2 		$1.72M Buy
40,425
+5,102
+14% +$215K 0.38% 66
2019
Q1 		$1.5M Sell
35,323
-3,339
-9% -$137K 0.37% 71
2018
Q4 		$1.47M Buy
+38,662
New +$1.5M 0.43% 64
2018
Q3 		– Sell
-36,685
Closed -$1.55M – 452
2018
Q2 		$1.55M Buy
36,685
+24,446
+200% +$1.1M 0.41% 67
2018
Q1 		$574K Buy
12,239
+2,440
+25% +$117K 0.18% 133
2017
Q4 		$449K Buy
9,799
+2,310
+31% +$103K 0.13% 183
2017
Q3 		$326K Buy
7,489
+166
+2% +$7.18K 0.11% 202
2017
Q2 		$298K Buy
7,323
+1,751
+31% +$71K 0.11% 212
2017
Q1 		$221K Buy
+5,572
New +$215K 0.09% 237
2016
Q4 		– Sell
-5,847
Closed -$220K – 304
2016
Q3 		$220K Buy
5,847
+22
+0.4% +$819 0.1% 224
2016
Q2 		$205K Sell
5,825
-97
-2% -$3.31K 0.1% 234
2016
Q1 		$205K Buy
+5,922
New +$186K 0.1% 237

Other funds holding VWO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Laurel Wealth Advisors (California)'s VWO Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022: 324,478 shares worth $12.6M. The stake represents 1.25% of the portfolio and ranks #9 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in VWO as recently as Q1 2021.

Laurel Wealth Advisors (California) first reported a position in VWO in Q1 2016 and has held it in 20 quarters since. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

  • Laurel Wealth Advisors (California) held 324,478 shares of Vanguard FTSE Emerging Markets ETF worth $12.6M as of Q4 2022.
  • Vanguard FTSE Emerging Markets ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Vanguard FTSE Emerging Markets ETF made up 1.25% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #9 holding.
  • Laurel Wealth Advisors (California) first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2016 and has held it in 20 quarters since.
  • 1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.