Lionsbridge Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lionsbridge Wealth Management’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 Q2	–	Sell	-28,176	Closed	-$1.3M	–	54
2022 Q1	$1.3M	Sell	28,176 -1,383	-5%	-$66.5K	1.51%	30
2021 Q4	$1.46M	Sell	29,559 -190	-0.6%	-$9.58K	1.57%	31
2021 Q3	$1.49M	Buy	29,749 +351	+1%	+$18.1K	1.61%	25
2021 Q2	$1.6M	Buy	29,398 +13,024	+80%	+$694K	1.7%	18
2021 Q1	$852K	Buy	+16,374	New	+$872K	0.83%	46
2020 Q1	–	Sell	-365	Closed	-$16K	–	313
2019 Q4	$16K	Buy	+365	New	+$15.5K	0.01%	102

Other funds holding VWO

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lionsbridge Wealth Management's VWO Position: Q2 2022 in Review

Lionsbridge Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 28,176 shares — an estimated $1.3M sold.

Lionsbridge Wealth Management first reported a position in VWO in Q4 2019 and held it in 6 quarters. The position peaked at $1.6M in Q2 2021. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Lionsbridge Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Lionsbridge Wealth Management sold 28,176 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $1.3M.
Lionsbridge Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 6 quarters.
Lionsbridge Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.6M in Q2 2021.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2022, filed 17 Nov 2022.