New Legacy Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

New Legacy Group’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
2023 Q3	$2.01M	Hold	51,332	–	–	5.5%	5
2023 Q2	$2.09M	Hold	51,332	–	–	5.28%	5
2023 Q1	$2.07M	Hold	51,332	–	–	5.9%	5
2022 Q4	$2M	Hold	51,332	–	–	6.22%	4
2022 Q3	$1.87M	Hold	51,332	–	–	4.83%	6
2022 Q2	$2.14M	Buy	51,332 +18,332	+56%	+$791K	4.34%	5
2022 Q1	$1.52M	Sell	33,000 -29,000	-47%	-$1.4M	0.57%	7
2021 Q4	$3.07M	Buy	+62,000	New	+$3.13M	0.59%	6

Other funds holding VWO

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

New Legacy Group's VWO Position: Q3 2023 in Review

New Legacy Group held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q3 2023 at 51,332 shares worth $2.01M. The position accounts for 5.5% of the portfolio, ranked #5.

New Legacy Group first reported a position in VWO in Q4 2021 and has held it in 8 quarters since. The position peaked at $3.07M in Q4 2021. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

New Legacy Group held 51,332 shares of Vanguard FTSE Emerging Markets ETF worth $2.01M as of Q3 2023.
New Legacy Group left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q3 2023.
Vanguard FTSE Emerging Markets ETF made up 5.5% of New Legacy Group's portfolio in Q3 2023, its #5 holding.
New Legacy Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 8 quarters since.
New Legacy Group's Vanguard FTSE Emerging Markets ETF position peaked at $3.07M in Q4 2021.
1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.