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

Madison 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
2022
Q3 		– Sell
-7,196
Closed -$300K – 77
2022
Q2 		$300K Buy
7,196
+1,784
+33% +$77K 0.19% 57
2022
Q1 		$250K Buy
+5,412
New +$260K 0.14% 61

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Northwestern Mutual Wealth Management
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Wells Fargo
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Wealthfront Advisers
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
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PCA
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Madison Wealth Partners's VWO Position: Q3 2022 in Review

Madison Wealth Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 7,196 shares — an estimated $300K sold.

Madison Wealth Partners first reported a position in VWO in Q1 2022 and held it in 2 quarters. The position peaked at $300K in Q2 2022. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

  • Madison Wealth Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Madison Wealth Partners sold 7,196 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $300K.
  • Madison Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and held it in 2 quarters.
  • Madison Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $300K in Q2 2022.
  • 1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Madison Wealth Partners's 13F filing for Q3 2022, filed 24 Oct 2022.