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

Marietta 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 Q3	–	Sell	-8,520	Closed	-$355K	–	110
2022 Q2	$355K	Buy	+8,520	New	+$368K	0.09%	95
2022 Q1	–	Sell	-4,589	Closed	-$227K	–	117
2021 Q4	$227K	Sell	4,589 -1,413	-24%	-$71.3K	0.05%	113
2021 Q3	$300K	Buy	6,002 +15	+0.3%	+$775	0.07%	105
2021 Q2	$325K	Sell	5,987 -184	-3%	-$9.8K	0.07%	106
2021 Q1	$321K	Buy	6,171 +64	+1%	+$3.41K	0.08%	104
2020 Q4	$306K	Buy	+6,107	New	+$287K	0.08%	103

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Marietta Wealth Management's VWO Position: Q3 2022 in Review

Marietta Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 8,520 shares — an estimated $355K sold.

Marietta Wealth Management first reported a position in VWO in Q4 2020 and held it in 6 quarters. The position peaked at $355K in Q2 2022. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Marietta Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Marietta Wealth Management sold 8,520 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $355K.
Marietta Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 6 quarters.
Marietta Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $355K in Q2 2022.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Marietta Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.