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

Legacy 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	-49,801	Closed	-$1.82M	–	257
2022 Q3	$1.82M	Buy	+49,801	New	+$2.02M	0.43%	30
2019 Q1	–	Sell	-216	Closed	-$8K	–	1158
2018 Q4	$8K	Sell	216 -2,307	-91%	-$89.4K	﹤0.01%	635
2018 Q3	$103K	Hold	2,523	–	–	0.04%	168
2018 Q2	$108K	Sell	2,523 -1,190	-32%	-$53.7K	0.04%	161
2018 Q1	$174K	Sell	3,713 -1,804	-33%	-$86.5K	0.07%	124
2017 Q4	$253K	Buy	+5,517	New	+$247K	0.1%	91

Other funds holding VWO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Legacy Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 49,801 shares — an estimated $1.82M sold.

Legacy Financial Advisors first reported a position in VWO in Q4 2017 and held it in 6 quarters. The position peaked at $1.82M in Q3 2022. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Legacy Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Legacy Financial Advisors sold 49,801 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $1.82M.
Legacy Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.82M in Q3 2022.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Legacy Financial Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.