McCollum Christoferson Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

McCollum Christoferson Group’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
2024 Q3	–	Sell	-4,770	Closed	-$209K	–	74
2024 Q2	$209K	Buy	+4,770	New	+$205K	0.06%	67
2022 Q2	–	Sell	-4,770	Closed	-$220K	–	74
2022 Q1	$220K	Hold	4,770	–	–	0.05%	71
2021 Q4	$236K	Hold	4,770	–	–	0.05%	65
2021 Q3	$239K	Hold	4,770	–	–	0.06%	65
2021 Q2	$259K	Sell	4,770 -230	-5%	-$12.3K	0.06%	64
2021 Q1	$260K	Hold	5,000	–	–	0.07%	63
2020 Q4	$251K	Hold	5,000	–	–	0.06%	62
2020 Q3	$216K	Buy	+5,000	New	+$217K	0.06%	72
2020 Q1	–	Sell	-5,000	Closed	-$222K	–	70
2019 Q4	$222K	Hold	5,000	–	–	0.07%	66
2019 Q3	$201K	Hold	5,000	–	–	0.07%	69
2019 Q2	$213K	Sell	5,000 -2,200	-31%	-$92.6K	0.08%	65
2019 Q1	$306K	Buy	+7,200	New	+$296K	0.11%	61
2018 Q4	–	Sell	-5,000	Closed	-$205K	–	74
2018 Q3	$205K	Hold	5,000	–	–	0.08%	71
2018 Q2	$211K	Hold	5,000	–	–	0.09%	68
2018 Q1	$235K	Hold	5,000	–	–	0.1%	67
2017 Q4	$230K	Buy	+5,000	New	+$223K	0.1%	67

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

McCollum Christoferson Group's VWO Position: Q3 2024 in Review

McCollum Christoferson Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 4,770 shares — an estimated $209K sold.

McCollum Christoferson Group first reported a position in VWO in Q4 2017 and held it in 16 quarters. The position peaked at $306K in Q1 2019. 2,087 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

McCollum Christoferson Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
McCollum Christoferson Group sold 4,770 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $209K.
McCollum Christoferson Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 16 quarters.
McCollum Christoferson Group's Vanguard FTSE Emerging Markets ETF position peaked at $306K in Q1 2019.
2,087 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on McCollum Christoferson Group's 13F filing for Q3 2024, filed 16 Oct 2024.