LIWM
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Long Island Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Long Island 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
2024
Q1 		– Sell
-2,030
Closed -$83K – 406
2023
Q4 		$83K Buy
+2,030
New +$80.5K 0.06% 107

Other funds holding VWO

Bank of America
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Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Long Island Wealth Management's VWO Position: Q1 2024 in Review

Long Island Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 2,030 shares — an estimated $83K sold.

Long Island Wealth Management first reported a position in VWO in Q4 2023 and held it in 1 quarter. The position peaked at $83K in Q4 2023. 2,033 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • Long Island Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 2,030 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $83K.
  • Long Island Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $83K in Q4 2023.
  • 2,033 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.