MYCIO Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,000
| Closed | -$40.4K | – | 46 |
|
|
2023
Q1 | $40.4K | Hold |
1,000
| – | – | 0.01% | 44 |
|
|
2022
Q4 | $39K | Hold |
1,000
| – | – | 0.01% | 50 |
|
|
2022
Q3 | $36K | Hold |
1,000
| – | – | 0.01% | 43 |
|
|
2022
Q2 | $42K | Buy |
+1,000
| New | +$43.2K | 0.02% | 41 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$50K | – | 44 |
|
|
2020
Q4 | $50K | Buy |
+1,000
| New | +$47K | 0.03% | 35 |
|
|
2020
Q3 | – | Sell |
-1,000
| Closed | -$40K | – | 35 |
|
|
2020
Q2 | $40K | Buy |
+1,000
| New | +$37K | 0.03% | 31 |
|
|
2020
Q1 | – | Sell |
-23,273
| Closed | -$1.03M | – | 399 |
|
|
2019
Q4 | $1.03M | Buy |
23,273
+99
| +0.4% | +$4.19K | 0.07% | 128 |
|
|
2019
Q3 | $933K | Buy |
23,174
+1,770
| +8% | +$73.1K | 0.07% | 119 |
|
|
2019
Q2 | $910K | Buy |
21,404
+3,657
| +21% | +$154K | 0.07% | 114 |
|
|
2019
Q1 | $754K | Sell |
17,747
-29,658
| -63% | -$1.22M | 0.06% | 129 |
|
|
2018
Q4 | $1.81M | Buy |
47,405
+33,340
| +237% | +$1.29M | 0.17% | 58 |
|
|
2018
Q3 | $577K | Buy |
14,065
+325
| +2% | +$13.7K | 0.06% | 141 |
|
|
2018
Q2 | $580K | Buy |
13,740
+517
| +4% | +$23.3K | 0.06% | 140 |
|
|
2018
Q1 | $621K | Sell |
13,223
-34
| -0.3% | -$1.63K | 0.07% | 114 |
|
|
2017
Q4 | $609K | Buy |
13,257
+127
| +1% | +$5.68K | 0.07% | 120 |
|
|
2017
Q3 | $572K | Buy |
13,130
+4
| +0% | +$173 | 0.06% | 123 |
|
|
2017
Q2 | $536K | Buy |
+13,126
| New | +$532K | 0.06% | 123 |
|
|
2016
Q4 | – | Sell |
-1,557
| Closed | -$59K | – | 656 |
|
|
2016
Q3 | $59K | Buy |
1,557
+946
| +155% | +$35.2K | 0.01% | 322 |
|
|
2016
Q2 | $22K | Buy |
611
+2
| +0.3% | +$68 | ﹤0.01% | 446 |
|
|
2016
Q1 | $21K | Buy |
609
+326
| +115% | +$10.2K | ﹤0.01% | 430 |
|
|
2015
Q4 | $9K | Sell |
283
-5,309
| -95% | -$183K | ﹤0.01% | 550 |
|
|
2015
Q3 | $185K | Buy |
5,592
+5,312
| +1,897% | +$193K | 0.04% | 145 |
|
|
2015
Q2 | $11K | Sell |
280
-3,764
| -93% | -$162K | ﹤0.01% | 516 |
|
|
2015
Q1 | $165K | Hold |
4,044
| – | – | 0.03% | 161 |
|
|
2014
Q4 | $162K | Buy |
4,044
+324
| +9% | +$13.3K | 0.03% | 158 |
|
|
2014
Q3 | $155K | Buy |
3,720
+300
| +9% | +$13.3K | 0.04% | 154 |
|
|
2014
Q2 | $148K | Hold |
3,420
| – | – | 0.03% | 159 |
|
|
2014
Q1 | $139K | Sell |
3,420
-6,737
| -66% | -$261K | 0.03% | 162 |
|
|
2013
Q4 | $418K | Sell |
10,157
-47,595
| -82% | -$1.96M | 0.1% | 88 |
|
|
2013
Q3 | $2.32M | Sell |
57,752
-133,206
| -70% | -$5.27M | 0.63% | 20 |
|
|
2013
Q2 | $7.41M | Buy |
+190,958
| New | +$8.01M | 2.05% | 8 |
|
Other funds holding VWO
WL
MYCIO Wealth Partners's VWO Position: Q2 2023 in Review
MYCIO Wealth Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 1,000 shares — an estimated $40.4K sold.
MYCIO Wealth Partners first reported a position in VWO in Q2 2013 and held it in 31 quarters. The position peaked at $7.41M in Q2 2013. 1,939 funds tracked by Wall St. Rank hold VWO as of Q2 2023.
- MYCIO Wealth Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
- MYCIO Wealth Partners sold 1,000 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $40.4K.
- MYCIO Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 31 quarters.
- MYCIO Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $7.41M in Q2 2013.
- 1,939 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.
Based on MYCIO Wealth Partners's 13F filing for Q2 2023, filed 4 Aug 2023.