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

Legacy 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
2023
Q3 		– Sell
-6,776
Closed -$276K – 292
2023
Q2 		$276K Buy
6,776
+7
+0.1% +$282 0.04% 230
2023
Q1 		$273K Buy
6,769
+1
+0% +$41 0.05% 209
2022
Q4 		$264K Buy
6,768
+19
+0.3% +$724 0.05% 200
2022
Q3 		$246K Buy
6,749
+16
+0.2% +$650 0.05% 190
2022
Q2 		$280K Sell
6,733
-4,104
-38% -$177K 0.06% 175
2022
Q1 		$500K Buy
10,837
+4,115
+61% +$198K 0.1% 126
2021
Q4 		$332K Buy
6,722
+11
+0.2% +$555 0.12% 88
2021
Q3 		$336K Buy
6,711
+11
+0.2% +$568 0.13% 90
2021
Q2 		$364K Buy
6,700
+5
+0.1% +$266 0.15% 82
2021
Q1 		$348K Buy
6,695
+2
+0% +$106 0.15% 83
2020
Q4 		$335K Buy
6,693
+6
+0.1% +$282 0.19% 78
2020
Q3 		$289K Buy
6,687
+11
+0.2% +$478 0.19% 79
2020
Q2 		$264K Buy
6,676
+5
+0.1% +$185 0.21% 79
2020
Q1 		$224K Sell
6,671
-7,103
-52% -$290K 0.22% 85
2019
Q4 		$613K Buy
13,774
+14
+0.1% +$593 0.39% 56
2019
Q3 		$554K Buy
13,760
+2,913
+27% +$120K 0.41% 54
2019
Q2 		$461K Sell
10,847
-10,805
-50% -$455K 0.31% 61
2019
Q1 		$920K Buy
21,652
+9,329
+76% +$384K 0.3% 70
2018
Q4 		$469K Buy
12,323
+1,648
+15% +$63.8K 0.36% 64
2018
Q3 		$443K Sell
10,675
-202
-2% -$8.5K 0.22% 94
2018
Q2 		$459K Buy
10,877
+42
+0.4% +$1.9K 0.34% 55
2018
Q1 		$504K Buy
10,835
+10,633
+5,264% +$510K 0.37% 46
2017
Q4 		$9K Hold
202
– – 0.01% 267
2017
Q3 		$8K Hold
202
– – 0.01% 244
2017
Q2 		$8K Hold
202
– – 0.01% 169
2017
Q1 		$8K Hold
202
– – 0.01% 163
2016
Q4 		$7K Buy
+202
New +$7.4K 0.01% 183

Other funds holding VWO

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
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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Legacy Advisors's VWO Position: Q3 2023 in Review

Legacy Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 6,776 shares — an estimated $276K sold.

Legacy Advisors first reported a position in VWO in Q4 2016 and held it in 27 quarters. The position peaked at $920K in Q1 2019. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • Legacy Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Advisors sold 6,776 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $276K.
  • Legacy Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and held it in 27 quarters.
  • Legacy Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $920K in Q1 2019.
  • 1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Legacy Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.