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

Milestone Wealth’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 		$4K Hold
115
– – ﹤0.01% 218
2022
Q2 		$5K Hold
115
– – 0.01% 208
2022
Q1 		$6K Hold
115
– – ﹤0.01% 230
2021
Q4 		$6K Buy
+115
New +$5.8K ﹤0.01% 230

Other funds holding VWO

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Milestone Wealth's VWO Position: Q3 2022 in Review

Milestone Wealth held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2022 at 115 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #218.

Milestone Wealth first reported a position in VWO in Q4 2021 and has held it in 4 quarters since. The position peaked at $6K in Q1 2022. 1,780 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

  • Milestone Wealth held 115 shares of Vanguard FTSE Emerging Markets ETF worth $4K as of Q3 2022.
  • Milestone Wealth left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2022.
  • Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #218 holding.
  • Milestone Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $6K in Q1 2022.
  • 1,780 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.