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

MBE 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
2025 Q1	–	Sell	-6,980	Closed	-$307K	–	129
2024 Q4	$307K	Buy	6,980 +834	+14%	+$38.8K	0.17%	68
2024 Q3	$294K	Buy	6,146 +1,120	+22%	+$49.9K	0.16%	71
2024 Q2	$220K	Hold	5,026	–	–	0.13%	82
2024 Q1	$210K	Sell	5,026 -75	-1%	-$3.06K	0.13%	82
2023 Q4	$210K	Sell	5,101 -256	-5%	-$10.2K	0.11%	82
2023 Q3	$210K	Sell	5,357 -877	-14%	-$35.8K	0.12%	72
2023 Q2	$254K	Buy	+6,234	New	+$251K	0.14%	62
2020 Q2	–	Sell	-902	Closed	-$30K	–	515
2020 Q1	$30K	Buy	+902	New	+$36.8K	0.03%	170

Other funds holding VWO

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

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

MBE Wealth Management's VWO Position: Q1 2025 in Review

MBE Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2025, closing a stake of 6,980 shares — an estimated $307K sold.

MBE Wealth Management first reported a position in VWO in Q1 2020 and held it in 8 quarters. The position peaked at $307K in Q4 2024. 2,213 funds tracked by Wall St. Rank hold VWO as of Q1 2025.

MBE Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2025 after selling out during the quarter.
MBE Wealth Management sold 6,980 Vanguard FTSE Emerging Markets ETF shares in Q1 2025, an estimated $307K.
MBE Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and held it in 8 quarters.
MBE Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $307K in Q4 2024.
2,213 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2025.

Based on MBE Wealth Management's 13F filing for Q1 2025, filed 22 Apr 2025.