Moseley Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Moseley Investment 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
2022 Q3	–	Sell	-5,299	Closed	-$221K	–	152
2022 Q2	$221K	Sell	5,299 -23,521	-82%	-$1.02M	0.15%	140
2022 Q1	$1.33M	Sell	28,820 -12,912	-31%	-$621K	0.72%	40
2021 Q4	$2.06M	Sell	41,732 -6,043	-13%	-$305K	0.94%	30
2021 Q3	$2.39M	Sell	47,775 -1,733	-4%	-$89.5K	1.2%	23
2021 Q2	$2.69M	Buy	49,508 +2,715	+6%	+$145K	1.32%	15
2021 Q1	$2.44M	Buy	46,793 +4,798	+11%	+$255K	1.35%	14
2020 Q4	$2.1M	Buy	41,995 +11,528	+38%	+$542K	1.22%	17
2020 Q3	$1.32M	Buy	30,467 +3,665	+14%	+$159K	0.94%	27
2020 Q2	$1.06M	Buy	26,802 +725	+3%	+$26.8K	0.88%	30
2020 Q1	$875K	Buy	26,077 +3,731	+17%	+$152K	1.03%	29
2019 Q4	$994K	Buy	+22,346	New	+$947K	0.98%	33

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Moseley Investment Management's VWO Position: Q3 2022 in Review

Moseley Investment Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 5,299 shares — an estimated $221K sold.

Moseley Investment Management first reported a position in VWO in Q4 2019 and held it in 11 quarters. The position peaked at $2.69M in Q2 2021. 1,782 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Moseley Investment Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Moseley Investment Management sold 5,299 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $221K.
Moseley Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 11 quarters.
Moseley Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $2.69M in Q2 2021.
1,782 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Moseley Investment Management's 13F filing for Q3 2022, filed 13 Oct 2022.