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

Mills Wealth Advisors’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
2023 Q2	–	Sell	-13,226	Closed	-$534K	–	50
2023 Q1	$534K	Sell	13,226 -8,580	-39%	-$350K	0.43%	30
2022 Q4	$850K	Buy	+21,806	New	+$831K	0.77%	23

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Mills Wealth Advisors's VWO Position: Q2 2023 in Review

Mills Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 13,226 shares — an estimated $534K sold.

Mills Wealth Advisors first reported a position in VWO in Q4 2022 and held it in 2 quarters. The position peaked at $850K in Q4 2022. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Mills Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Mills Wealth Advisors sold 13,226 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $534K.
Mills Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and held it in 2 quarters.
Mills Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $850K in Q4 2022.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Mills Wealth Advisors's 13F filing for Q2 2023, filed 3 Jul 2024.