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Naples Money Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Naples Money 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
Q2 		– Sell
-494
Closed -$20.6K – 441
2024
Q1 		$20.6K Buy
+494
New +$20.2K 0.02% 131

Other funds holding VWO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Naples Money Management's VWO Position: Q2 2024 in Review

Naples Money Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2024, closing a stake of 494 shares — an estimated $20.6K sold.

Naples Money Management first reported a position in VWO in Q1 2024 and held it in 1 quarter. The position peaked at $20.6K in Q1 2024. 2,053 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

  • Naples Money Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Naples Money Management sold 494 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $20.6K.
  • Naples Money Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2024 and held it in 1 quarter.
  • Naples Money Management's Vanguard FTSE Emerging Markets ETF position peaked at $20.6K in Q1 2024.
  • 2,053 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Naples Money Management's 13F filing for Q2 2024, filed 9 Jul 2024.