ML&R Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

ML&R 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
2023 Q2	–	Sell	-9,344	Closed	-$378K	–	100
2023 Q1	$378K	Buy	9,344 +534	+6%	+$21.8K	0.1%	47
2022 Q4	$343K	Buy	8,810 +749	+9%	+$28.6K	0.1%	39
2022 Q3	$294K	Buy	8,061 +3,090	+62%	+$125K	0.1%	51
2022 Q2	$207K	Buy	+4,971	New	+$215K	0.09%	48

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

ML&R Wealth Management's VWO Position: Q2 2023 in Review

ML&R Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 9,344 shares — an estimated $378K sold.

ML&R Wealth Management first reported a position in VWO in Q2 2022 and held it in 4 quarters. The position peaked at $378K in Q1 2023. 1,943 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

ML&R Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
ML&R Wealth Management sold 9,344 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $378K.
ML&R Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and held it in 4 quarters.
ML&R Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $378K in Q1 2023.
1,943 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on ML&R Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.