LRIA
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Leonard Rickey Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Leonard Rickey Investment 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
Q1 		– Sell
-4,347
Closed -$215K – 75
2021
Q4 		$215K Sell
4,347
-561
-11% -$28.3K 0.08% 70
2021
Q3 		$245K Sell
4,908
-1,812
-27% -$93.6K 0.1% 61
2021
Q2 		$355K Sell
6,720
-507
-7% -$27K 0.15% 49
2021
Q1 		$376K Buy
7,227
+336
+5% +$17.9K 0.15% 44
2020
Q4 		$345K Sell
6,891
-35
-0.5% -$1.64K 0.16% 42
2020
Q3 		$299K Sell
6,926
-127
-2% -$5.52K 0.19% 43
2020
Q2 		$279K Buy
7,053
+90
+1% +$3.33K 0.18% 46
2020
Q1 		$234K Sell
6,963
-312
-4% -$12.7K 0.18% 51
2019
Q4 		$323K Buy
7,275
+1,301
+22% +$55.1K 0.2% 51
2019
Q3 		$240K Buy
5,974
+94
+2% +$3.88K 0.16% 64
2019
Q2 		$250K Sell
5,880
-122
-2% -$5.13K 0.17% 63
2019
Q1 		$255K Sell
6,002
-264
-4% -$10.9K 0.18% 60
2018
Q4 		$239K Sell
6,266
-25,387
-80% -$983K 0.2% 57
2018
Q3 		$1.3M Buy
31,653
+343
+1% +$14.4K 0.95% 17
2018
Q2 		$1.32M Buy
31,310
+1,857
+6% +$83.9K 1% 17
2018
Q1 		$1.38M Buy
29,453
+2,256
+8% +$108K 1.08% 16
2017
Q4 		$1.25M Buy
+27,197
New +$1.22M 0.96% 17

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Leonard Rickey Investment Advisors's VWO Position: Q1 2022 in Review

Leonard Rickey Investment Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2022, closing a stake of 4,347 shares — an estimated $215K sold.

Leonard Rickey Investment Advisors first reported a position in VWO in Q4 2017 and held it in 17 quarters. The position peaked at $1.38M in Q1 2018. 1,895 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

  • Leonard Rickey Investment Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 4,347 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $215K.
  • Leonard Rickey Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 17 quarters.
  • Leonard Rickey Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.38M in Q1 2018.
  • 1,895 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.