Lyell Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lyell 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
2022 Q1	–	Sell	-6,853	Closed	-$339K	–	205
2021 Q4	$339K	Buy	6,853 +2,585	+61%	+$130K	0.04%	158
2021 Q3	$213K	Sell	4,268 -5,341	-56%	-$276K	0.03%	173
2021 Q2	$522K	Sell	9,609 -2,823	-23%	-$150K	0.06%	133
2021 Q1	$647K	Buy	12,432 +3,050	+33%	+$162K	0.09%	117
2020 Q4	$470K	Buy	+9,382	New	+$441K	0.08%	117

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lyell Wealth Management's VWO Position: Q1 2022 in Review

Lyell Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2022, closing a stake of 6,853 shares — an estimated $339K sold.

Lyell Wealth Management first reported a position in VWO in Q4 2020 and held it in 5 quarters. The position peaked at $647K in Q1 2021. 1,895 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

Lyell Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Lyell Wealth Management sold 6,853 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $339K.
Lyell Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Lyell Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $647K in Q1 2021.
1,895 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Lyell Wealth Management's 13F filing for Q1 2022, filed 4 May 2022.