Lehman & Derafelo Financial Resources’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lehman & Derafelo Financial Resources’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	-1,600	Closed	-$58K	–	201
2022 Q3	$58K	Hold	1,600	–	–	0.02%	121
2022 Q2	$67K	Buy	+1,600	New	+$69.1K	0.02%	122
2021 Q4	–	Sell	-1,100	Closed	-$55K	–	191
2021 Q3	$55K	Hold	1,100	–	–	0.02%	129
2021 Q2	$60K	Buy	1,100 +200	+22%	+$10.7K	0.02%	148
2021 Q1	$47K	Sell	900 -77	-8%	-$4.1K	0.01%	152
2020 Q4	$49K	Sell	977 -500	-34%	-$23.5K	0.01%	148
2020 Q3	$64K	Sell	1,477 -201	-12%	-$8.74K	0.02%	161
2020 Q2	$66K	Hold	1,678	–	–	0.02%	151
2020 Q1	$56K	Hold	1,678	–	–	0.02%	110
2019 Q4	$75K	Buy	1,678 +3	+0.2%	+$127	0.03%	123
2019 Q3	$67K	Buy	1,675 +79	+5%	+$3.26K	0.03%	117
2019 Q2	$68K	Buy	1,596 +2	+0.1%	+$84	0.03%	114
2019 Q1	$68K	Buy	+1,594	New	+$65.6K	0.03%	117

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

Lehman & Derafelo Financial Resources's VWO Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 1,600 shares — an estimated $58K sold.

Lehman & Derafelo Financial Resources first reported a position in VWO in Q1 2019 and held it in 13 quarters. The position peaked at $75K in Q4 2019. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,600 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $58K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and held it in 13 quarters.
Lehman & Derafelo Financial Resources's Vanguard FTSE Emerging Markets ETF position peaked at $75K in Q4 2019.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.