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

LM 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
2026
Q1 		$67.7K Sell
3,660
-51
-1% -$2.86K 1.07% 23
2025
Q4 		$69K Sell
3,711
-65,672
-95% -$3.57M 1.24% 20
2025
Q3 		$3.76M Sell
69,383
-493
-0.7% -$25.4K 0.54% 38
2025
Q2 		$3.46M Sell
69,876
-1,100
-2% -$51K 0.44% 38
2025
Q1 		$3.21M Sell
70,976
-561
-0.8% -$25.3K 0.58% 35
2024
Q4 		$3.15M Buy
71,537
+3,113
+5% +$145K 0.56% 36
2024
Q3 		$3.27M Sell
68,424
-6,287
-8% -$280K 0.67% 32
2024
Q2 		$3.27M Sell
74,711
-1,613
-2% -$69.5K 0.01% 53
2024
Q1 		$3.19M Sell
76,324
-15,233
-17% -$622K 0.51% 38
2023
Q4 		$3.76M Buy
+91,557
New +$3.63M 0.76% 25

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return