New England Guild Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

New England Guild Wealth 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
2022 Q4	$1.66M	Sell	42,552 -26,279	-38%	-$1M	0.87%	28
2022 Q3	$2.51M	Buy	68,831 +5,683	+9%	+$231K	1.52%	19
2022 Q2	$2.63M	Sell	63,148 -5,690	-8%	-$246K	1.62%	19
2022 Q1	$3.18M	Buy	68,838 +4,914	+8%	+$236K	1.68%	18
2021 Q4	$3.16M	Sell	63,924 -3,980	-6%	-$201K	1.58%	19
2021 Q3	$3.4M	Buy	67,904 +1,694	+3%	+$87.5K	1.8%	18
2021 Q2	$3.6M	Sell	66,210 -119	-0.2%	-$6.34K	1.95%	17
2021 Q1	$3.45M	Buy	66,329 +6,482	+11%	+$345K	1.94%	18
2020 Q4	$3M	Sell	59,847 -3,527	-6%	-$166K	1.78%	18
2020 Q3	$2.74M	Sell	63,374 -248	-0.4%	-$10.8K	1.91%	17
2020 Q2	$2.52M	Buy	63,622 +102	+0.2%	+$3.78K	1.85%	16
2020 Q1	$2.13M	Buy	63,520 +27,899	+78%	+$1.14M	1.91%	14
2019 Q4	$1.58M	Sell	35,621 -5,915	-14%	-$251K	1.14%	26
2019 Q3	$1.67M	Sell	41,536 -4,426	-10%	-$183K	1.2%	25
2019 Q2	$1.96M	Sell	45,962 -1,465	-3%	-$61.6K	1.45%	22
2019 Q1	$2.02M	Buy	47,427 +846	+2%	+$34.8K	1.53%	21
2018 Q4	$1.77M	Buy	46,581 +7,120	+18%	+$276K	1.49%	22
2018 Q3	$1.62M	Sell	39,461 -1,558	-4%	-$65.5K	1.46%	19
2018 Q2	$1.73M	Sell	41,019 -697	-2%	-$31.5K	1.58%	18
2018 Q1	$1.96M	Buy	41,716 +42	+0.1%	+$2.01K	1.86%	18
2017 Q4	$1.91M	Buy	+41,674	New	+$1.86M	1.83%	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

New England Guild Wealth Advisors's VWO Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 38% in Q4 2022, selling an estimated $1M and leaving 42,552 shares worth $1.66M. The position accounts for 0.87% of the portfolio, ranked #28.

New England Guild Wealth Advisors first reported a position in VWO in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.6M in Q2 2021. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

New England Guild Wealth Advisors held 42,552 shares of Vanguard FTSE Emerging Markets ETF worth $1.66M as of Q4 2022.
New England Guild Wealth Advisors sold 26,279 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $1M.
Vanguard FTSE Emerging Markets ETF made up 0.87% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #28 holding.
New England Guild Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 21 quarters since.
New England Guild Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $3.6M in Q2 2021.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.