NWM
VWO icon

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

Napa 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
2024
Q3 		– Sell
-7,001
Closed -$306K – 182
2024
Q2 		$306K Buy
7,001
+1,022
+17% +$44K 0.21% 83
2024
Q1 		$250K Sell
5,979
-1,696
-22% -$69.2K 0.13% 59
2023
Q4 		$315K Buy
+7,675
New +$304K 0.17% 86

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Napa Wealth Management's VWO Position: Q3 2024 in Review

Napa Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 7,001 shares — an estimated $306K sold.

Napa Wealth Management first reported a position in VWO in Q4 2023 and held it in 3 quarters. The position peaked at $315K in Q4 2023. 2,087 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Napa Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Napa Wealth Management sold 7,001 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $306K.
  • Napa Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and held it in 3 quarters.
  • Napa Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $315K in Q4 2023.
  • 2,087 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Napa Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.