Lumature Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lumature Wealth Partners’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
2023 Q2	–	Sell	-30	Closed	-$1.21K	–	408
2023 Q1	$1.21K	Buy	+30	New	+$1.22K	﹤0.01%	367
2022 Q1	–	Sell	-1,220	Closed	-$60K	–	428
2021 Q4	$60K	Hold	1,220	–	–	0.02%	218
2021 Q3	$61K	Hold	1,220	–	–	0.02%	222
2021 Q2	$66K	Hold	1,220	–	–	0.03%	212
2021 Q1	$64K	Buy	1,220 +920	+307%	+$49K	0.03%	209
2020 Q4	$15K	Buy	+300	New	+$14.1K	0.01%	159

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Lumature Wealth Partners's VWO Position: Q2 2023 in Review

Lumature Wealth Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 30 shares — an estimated $1.21K sold.

Lumature Wealth Partners first reported a position in VWO in Q4 2020 and held it in 6 quarters. The position peaked at $66K in Q2 2021. 1,939 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Lumature Wealth Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Lumature Wealth Partners sold 30 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $1.21K.
Lumature Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 6 quarters.
Lumature Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $66K in Q2 2021.
1,939 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.