Mason Investment Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Mason Investment Advisory Services’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	-5,653	Closed	-$235K	–	96
2022 Q2	$235K	Sell	5,653 -1,395	-20%	-$60.2K	0.02%	80
2022 Q1	$325K	Buy	7,048 +518	+8%	+$24.9K	0.03%	81
2021 Q4	$323K	Buy	6,530 +1,517	+30%	+$76.5K	0.03%	82
2021 Q3	$251K	Buy	5,013 +1,045	+26%	+$54K	0.03%	88
2021 Q2	$216K	Buy	+3,968	New	+$211K	0.02%	89

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

Mason Investment Advisory Services's VWO Position: Q3 2022 in Review

Mason Investment Advisory Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 5,653 shares — an estimated $235K sold.

Mason Investment Advisory Services first reported a position in VWO in Q2 2021 and held it in 5 quarters. The position peaked at $325K in Q1 2022. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Mason Investment Advisory Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Mason Investment Advisory Services sold 5,653 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $235K.
Mason Investment Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2021 and held it in 5 quarters.
Mason Investment Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $325K in Q1 2022.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Mason Investment Advisory Services's 13F filing for Q3 2022, filed 7 Aug 2024.