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Lokken Investment Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lokken Investment Group’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
2024
Q3 		– Sell
-4,999
Closed -$219K – 161
2024
Q2 		$219K Buy
+4,999
New +$215K 0.1% 133

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Lokken Investment Group's VWO Position: Q3 2024 in Review

Lokken Investment Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 4,999 shares — an estimated $219K sold.

Lokken Investment Group first reported a position in VWO in Q2 2024 and held it in 1 quarter. The position peaked at $219K in Q2 2024. 2,087 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Lokken Investment Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Lokken Investment Group sold 4,999 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $219K.
  • Lokken Investment Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2024 and held it in 1 quarter.
  • Lokken Investment Group's Vanguard FTSE Emerging Markets ETF position peaked at $219K in Q2 2024.
  • 2,087 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Lokken Investment Group's 13F filing for Q3 2024, filed 12 Nov 2024.