Monument Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Monument Capital 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	-10,829	Closed	-$438K	–	176
2023 Q1	$438K	Sell	10,829 -4,066	-27%	-$166K	0.15%	107
2022 Q4	$581K	Sell	14,895 -4,535	-23%	-$173K	0.2%	92
2022 Q3	$709K	Sell	19,430 -14,357	-42%	-$583K	0.27%	85
2022 Q2	$1.41M	Sell	33,787 -7,671	-19%	-$331K	0.53%	56
2022 Q1	$1.91M	Sell	41,458 -2,167	-5%	-$104K	0.62%	52
2021 Q4	$2.16M	Sell	43,625 -396	-0.9%	-$20K	0.67%	51
2021 Q3	$2.2M	Sell	44,021 -37	-0.1%	-$1.91K	0.75%	53
2021 Q2	$2.39M	Sell	44,058 -614	-1%	-$32.7K	0.83%	46
2021 Q1	$2.33M	Sell	44,672 -649	-1%	-$34.5K	0.93%	45
2020 Q4	$2.27M	Sell	45,321 -629	-1%	-$29.6K	1.05%	51
2020 Q3	$1.99M	Sell	45,950 -8,068	-15%	-$351K	1.05%	52
2020 Q2	$2.14M	Buy	+54,018	New	+$2M	1.26%	35
2020 Q1	–	Sell	-7,976	Closed	-$355K	–	84
2019 Q4	$355K	Buy	+7,976	New	+$338K	0.18%	81
2019 Q1	–	Sell	-6,000	Closed	-$229K	–	88
2018 Q4	$229K	Buy	6,000 +2,000	+50%	+$77.5K	0.14%	83
2018 Q3	$164K	Buy	+4,000	New	+$168K	0.09%	88

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

Monument Capital Management's VWO Position: Q2 2023 in Review

Monument Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 10,829 shares — an estimated $438K sold.

Monument Capital Management first reported a position in VWO in Q3 2018 and held it in 15 quarters. The position peaked at $2.39M in Q2 2021. 1,939 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Monument Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Monument Capital Management sold 10,829 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $438K.
Monument Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2018 and held it in 15 quarters.
Monument Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.39M in Q2 2021.
1,939 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Monument Capital Management's 13F filing for Q2 2023, filed 18 Jul 2023.