Leeward Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Leeward Financial Partners’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 Q3	–	Sell	-57,884	Closed	-$2.35M	–	87
2023 Q2	$2.35M	Sell	57,884 -63,255	-52%	-$2.55M	1.35%	28
2023 Q1	$4.89M	Buy	121,139 +5,209	+4%	+$212K	3%	11
2022 Q4	$4.52M	Sell	115,930 -1,724	-1%	-$65.7K	3.12%	10
2022 Q3	$4.29M	Buy	117,654 +1,201	+1%	+$48.8K	3.08%	11
2022 Q2	$4.85M	Buy	116,453 +31,375	+37%	+$1.35M	3.33%	9
2022 Q1	$3.92M	Buy	85,078 +12,408	+17%	+$597K	2.42%	17
2021 Q4	$3.59M	Buy	+72,670	New	+$3.66M	2.25%	15

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Leeward Financial Partners's VWO Position: Q3 2023 in Review

Leeward Financial Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 57,884 shares — an estimated $2.35M sold.

Leeward Financial Partners first reported a position in VWO in Q4 2021 and held it in 7 quarters. The position peaked at $4.89M in Q1 2023. 1,914 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Leeward Financial Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Leeward Financial Partners sold 57,884 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $2.35M.
Leeward Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 7 quarters.
Leeward Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $4.89M in Q1 2023.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Leeward Financial Partners's 13F filing for Q3 2023, filed 31 Oct 2023.