My Legacy Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

My Legacy 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
2024 Q3	–	Sell	-4,845	Closed	-$212K	–	212
2024 Q2	$212K	Sell	4,845 -792	-14%	-$34.1K	0.07%	204
2024 Q1	$235K	Buy	5,637 +137	+2%	+$5.59K	0.08%	203
2023 Q4	$221K	Buy	+5,500	New	+$218K	0.08%	196
2023 Q3	–	Sell	-5,213	Closed	-$220K	–	220
2023 Q2	$220K	Sell	5,213 -6,867	-57%	-$277K	0.09%	203
2023 Q1	$488K	Sell	12,080 -2,270	-16%	-$92.5K	0.21%	147
2022 Q4	$598K	Sell	14,350 -9,231	-39%	-$352K	0.26%	142
2022 Q3	$841K	Sell	23,581 -9,215	-28%	-$374K	0.42%	74
2022 Q2	$1.33M	Sell	32,796 -96,309	-75%	-$4.16M	0.66%	33
2022 Q1	$5.96M	Buy	+129,105	New	+$6.21M	2.76%	6

Other funds holding VWO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

My Legacy Advisors's VWO Position: Q3 2024 in Review

My Legacy Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 4,845 shares — an estimated $212K sold.

My Legacy Advisors first reported a position in VWO in Q1 2022 and held it in 9 quarters. The position peaked at $5.96M in Q1 2022. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

My Legacy Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
My Legacy Advisors sold 4,845 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $212K.
My Legacy Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and held it in 9 quarters.
My Legacy Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $5.96M in Q1 2022.
2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on My Legacy Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.