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Lloyd Park’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lloyd Park’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
Q3 		$232K Buy
6,371
+88
+1% +$3.57K 0.29% 67
2022
Q2 		$262K Buy
6,283
+45
+0.7% +$1.94K 0.27% 67
2022
Q1 		$288K Buy
6,238
+18
+0.3% +$866 0.32% 53
2021
Q4 		$308K Buy
+6,220
New +$314K 0.17% 90

Other funds holding VWO

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Lloyd Park's VWO Position: Q3 2022 in Review

Lloyd Park increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.4% in Q3 2022, buying an estimated $3.57K and bringing the position to 6,371 shares worth $232K. The position accounts for 0.29% of the portfolio, ranked #67.

Lloyd Park first reported a position in VWO in Q4 2021 and has held it in 4 quarters since. The position peaked at $308K in Q4 2021. 1,780 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

  • Lloyd Park held 6,371 shares of Vanguard FTSE Emerging Markets ETF worth $232K as of Q3 2022.
  • Lloyd Park bought 88 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $3.57K.
  • Vanguard FTSE Emerging Markets ETF made up 0.29% of Lloyd Park's portfolio in Q3 2022, its #67 holding.
  • Lloyd Park first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • Lloyd Park's Vanguard FTSE Emerging Markets ETF position peaked at $308K in Q4 2021.
  • 1,780 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Lloyd Park's 13F filing for Q3 2022, filed 14 Nov 2022.