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

MV 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
2022 Q3	–	Sell	-1,972	Closed	-$82K	–	706
2022 Q2	$82K	Buy	+1,972	New	+$85.1K	0.01%	178
2020 Q2	–	Sell	-51	Closed	-$2K	–	361
2020 Q1	$2K	Hold	51	–	–	﹤0.01%	312
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	337
2019 Q3	$2K	Buy	+51	New	+$2.1K	﹤0.01%	354
2017 Q1	–	Sell	-65	Closed	-$2K	–	382
2016 Q4	$2K	Buy	+65	New	+$2.38K	﹤0.01%	348

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

MV Capital Management's VWO Position: Q3 2022 in Review

MV Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 1,972 shares — an estimated $82K sold.

MV Capital Management first reported a position in VWO in Q4 2016 and held it in 5 quarters. The position peaked at $82K in Q2 2022. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

MV Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
MV Capital Management sold 1,972 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $82K.
MV Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and held it in 5 quarters.
MV Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $82K in Q2 2022.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on MV Capital Management's 13F filing for Q3 2022, filed 24 Oct 2022.