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

LWS Wealth 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
2023 Q4	$3.6M	Sell	87,614 -730	-0.8%	-$29K	1.35%	21
2023 Q3	$3.46M	Buy	88,344 +1,185	+1%	+$48.4K	1.52%	21
2023 Q2	$3.55M	Buy	87,159 +2,297	+3%	+$92.6K	1.5%	22
2023 Q1	$3.43M	Buy	84,862 +3,168	+4%	+$129K	1.41%	22
2022 Q4	$3.18M	Buy	81,694 +596	+0.7%	+$22.7K	1.33%	21
2022 Q3	$2.96M	Sell	81,098 -625	-0.8%	-$25.4K	1.13%	23
2022 Q2	$3.4M	Sell	81,723 -5,703	-7%	-$246K	1.6%	18
2022 Q1	$4.03M	Buy	87,426 +3,629	+4%	+$175K	1.72%	19
2021 Q4	$4.14M	Buy	83,797 +4,082	+5%	+$206K	1.7%	20
2021 Q3	$3.99M	Buy	79,715 +2,727	+4%	+$141K	1.75%	20
2021 Q2	$4.18M	Buy	76,988 +13,761	+22%	+$733K	1.86%	19
2021 Q1	$3.29M	Buy	63,227 +4,779	+8%	+$254K	1.49%	23
2020 Q4	$2.93M	Buy	58,448 +467	+0.8%	+$21.9K	1.32%	21
2020 Q3	$2.51M	Sell	57,981 -4,090	-7%	-$178K	1.23%	21
2020 Q2	$2.46M	Buy	62,071 +7,160	+13%	+$265K	1.29%	21
2020 Q1	$1.84M	Buy	54,911 +40,101	+271%	+$1.63M	1.2%	21
2019 Q4	$658K	Buy	+14,810	New	+$627K	0.34%	35

Other funds holding VWO

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

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

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 $374B AUM 17.66% 1-Year Est. Return

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

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

LWS Wealth Advisors's VWO Position: Q4 2023 in Review

LWS Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 0.83% in Q4 2023, selling an estimated $29K and leaving 87,614 shares worth $3.6M. The position accounts for 1.35% of the portfolio, ranked #21.

LWS Wealth Advisors first reported a position in VWO in Q4 2019 and has held it in 17 quarters since. The position peaked at $4.18M in Q2 2021. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

LWS Wealth Advisors held 87,614 shares of Vanguard FTSE Emerging Markets ETF worth $3.6M as of Q4 2023.
LWS Wealth Advisors sold 730 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $29K.
Vanguard FTSE Emerging Markets ETF made up 1.35% of LWS Wealth Advisors's portfolio in Q4 2023, its #21 holding.
LWS Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 17 quarters since.
LWS Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $4.18M in Q2 2021.
2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.