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MA Private Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

MA Private Wealth’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
-13,954
Closed -$611K – 80
2024
Q2 		$611K Sell
13,954
-67
-0.5% -$2.89K 0.12% 50
2024
Q1 		$586K Sell
14,021
-12,964
-48% -$529K 0.12% 49
2023
Q4 		$1.11M Sell
26,985
-34,739
-56% -$1.38M 0.24% 41
2023
Q3 		$2.42M Sell
61,724
-84
-0.1% -$3.43K 0.57% 27
2023
Q2 		$2.51M Sell
61,808
-226
-0.4% -$9.11K 0.58% 28
2023
Q1 		$2.51M Sell
62,034
-23,134
-27% -$943K 0.61% 27
2022
Q4 		$3.32M Buy
85,168
+619
+0.7% +$23.6K 0.8% 26
2022
Q3 		$2.99M Buy
84,549
+224
+0.3% +$9.1K 0.74% 28
2022
Q2 		$3.39M Sell
84,325
-7,460
-8% -$322K 0.83% 27
2022
Q1 		$4.23M Sell
91,785
-7,277
-7% -$350K 0.77% 27
2021
Q4 		$4.9M Sell
99,062
-18,548
-16% -$935K 0.88% 26
2021
Q3 		$5.88M Sell
117,610
-29,530
-20% -$1.53M 1.16% 23
2021
Q2 		$7.99M Sell
147,140
-2,039
-1% -$109K 1.59% 21
2021
Q1 		$7.76M Sell
149,179
-22,207
-13% -$1.18M 1.62% 21
2020
Q4 		$8.59M Buy
171,386
+1,856
+1% +$87.2K 1.96% 19
2020
Q3 		$7.33M Sell
169,530
-2,149
-1% -$93.4K 1.73% 19
2020
Q2 		$6.8M Sell
171,679
-12,833
-7% -$475K 1.7% 19
2020
Q1 		$6.19M Buy
184,512
+6,088
+3% +$248K 1.82% 18
2019
Q4 		$7.93M Buy
178,424
+18,599
+12% +$788K 2.44% 15
2019
Q3 		$6.43M Buy
159,825
+30,426
+24% +$1.26M 1.81% 16
2019
Q2 		$5.5M Buy
129,399
+21,211
+20% +$892K 1.6% 18
2019
Q1 		$4.6M Sell
108,188
-8,201
-7% -$338K 1.46% 18
2018
Q4 		$4.43M Buy
+116,389
New +$4.51M 1.68% 16

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

MA Private Wealth's VWO Position: Q3 2024 in Review

MA Private Wealth sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 13,954 shares — an estimated $611K sold.

MA Private Wealth first reported a position in VWO in Q4 2018 and held it in 23 quarters. The position peaked at $8.59M in Q4 2020. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • MA Private Wealth reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • MA Private Wealth sold 13,954 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $611K.
  • MA Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 23 quarters.
  • MA Private Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $8.59M in Q4 2020.
  • 2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on MA Private Wealth's 13F filing for Q3 2024, filed 23 Oct 2024.