LFA
VWO icon

Lauterbach Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lauterbach Financial Advisors’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 		– Sell
-7,161
Closed -$261K – 57
2022
Q3 		$261K Buy
+7,161
New +$291K 0.27% 38

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

Lauterbach Financial Advisors's VWO Position: Q4 2022 in Review

Lauterbach Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 7,161 shares — an estimated $261K sold.

Lauterbach Financial Advisors first reported a position in VWO in Q3 2022 and held it in 1 quarter. The position peaked at $261K in Q3 2022. 1,902 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

  • Lauterbach Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Lauterbach Financial Advisors sold 7,161 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $261K.
  • Lauterbach Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2022 and held it in 1 quarter.
  • Lauterbach Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $261K in Q3 2022.
  • 1,902 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Lauterbach Financial Advisors's 13F filing for Q4 2022, filed 26 Jan 2023.