Laurel Wealth Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-1,474	Closed	-$57.5K	–	206
2022 Q4	$57.5K	Hold	1,474	–	–	0.04%	102
2022 Q3	$54K	Sell	1,474 -38	-3%	-$1.54K	0.04%	100
2022 Q2	$63K	Hold	1,512	–	–	0.04%	103
2022 Q1	$70K	Buy	1,512 +38	+3%	+$1.83K	0.05%	111
2021 Q4	$73K	Hold	1,474	–	–	0.06%	84
2021 Q3	$74K	Buy	1,474 +350	+31%	+$18.1K	0.06%	80
2021 Q2	$61K	Sell	1,124 -15	-1%	-$799	0.05%	63
2021 Q1	$59K	Hold	1,139	–	–	0.05%	60
2020 Q4	$57K	Buy	+1,139	New	+$53.5K	0.06%	59

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Laurel Wealth Planning's VWO Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2023, closing a stake of 1,474 shares — an estimated $57.5K sold.

Laurel Wealth Planning first reported a position in VWO in Q4 2020 and held it in 9 quarters. The position peaked at $74K in Q3 2021. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Laurel Wealth Planning reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 1,474 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $57.5K.
Laurel Wealth Planning first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Vanguard FTSE Emerging Markets ETF position peaked at $74K in Q3 2021.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.