MY Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

MY 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
2022 Q4	–	Sell	-83,838	Closed	-$3.06M	–	27
2022 Q3	$3.06M	Buy	83,838 +28,886	+53%	+$1.17M	3.28%	11
2022 Q2	$2.29M	Buy	54,952 +43	+0.1%	+$1.86K	2.47%	15
2022 Q1	$2.53M	Buy	54,909 +8,581	+19%	+$413K	2.35%	18
2021 Q4	$2.29M	Buy	+46,328	New	+$2.34M	2.01%	18

Other funds holding VWO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

MY Wealth Management's VWO Position: Q4 2022 in Review

MY Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 83,838 shares — an estimated $3.06M sold.

MY Wealth Management first reported a position in VWO in Q4 2021 and held it in 4 quarters. The position peaked at $3.06M in Q3 2022. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

MY Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
MY Wealth Management sold 83,838 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $3.06M.
MY Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
MY Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $3.06M in Q3 2022.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on MY Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.