McCarthy Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

McCarthy Asset 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 Q2	–	Sell	-110	Closed	-$5K	–	294
2022 Q1	$5K	Hold	110	–	–	﹤0.01%	201
2021 Q4	$5K	Hold	110	–	–	﹤0.01%	199
2021 Q3	$6K	Hold	110	–	–	﹤0.01%	192
2021 Q2	$6K	Hold	110	–	–	﹤0.01%	238
2021 Q1	$6K	Sell	110 -9	-8%	-$479	﹤0.01%	206
2020 Q4	$6K	Buy	+119	New	+$5.59K	0.01%	190

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McCarthy Asset Management's VWO Position: Q2 2022 in Review

McCarthy Asset Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 110 shares — an estimated $5K sold.

McCarthy Asset Management first reported a position in VWO in Q4 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

McCarthy Asset Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 110 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $5K.
McCarthy Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $6K in Q3 2021.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.