New Potomac Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

New Potomac Partners’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 Q1	–	Sell	-39,870	Closed	-$1.55M	–	72
2022 Q4	$1.55M	Buy	+39,870	New	+$1.52M	1.15%	41
2022 Q1	–	Sell	-76,468	Closed	-$3.78M	–	63
2021 Q4	$3.78M	Sell	76,468 -638	-0.8%	-$32.2K	2.45%	10
2021 Q3	$3.86M	Sell	77,106 -447	-0.6%	-$23.1K	2.66%	8
2021 Q2	$4.21M	Buy	77,553 +1,204	+2%	+$64.1K	2.86%	10
2021 Q1	$3.97M	Buy	76,349 +1,590	+2%	+$84.6K	2.92%	8
2020 Q4	$3.75M	Buy	74,759 +777	+1%	+$36.5K	2.71%	9
2020 Q3	$3.2M	Buy	73,982 +492	+0.7%	+$21.4K	2.55%	8
2020 Q2	$2.91M	Sell	73,490 -660	-0.9%	-$24.4K	2.6%	8
2020 Q1	$2.49M	Buy	+74,150	New	+$3.02M	2.72%	7

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

New Potomac Partners's VWO Position: Q1 2023 in Review

New Potomac Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2023, closing a stake of 39,870 shares — an estimated $1.55M sold.

New Potomac Partners first reported a position in VWO in Q1 2020 and held it in 9 quarters. The position peaked at $4.21M in Q2 2021. 1,915 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

New Potomac Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
New Potomac Partners sold 39,870 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $1.55M.
New Potomac Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and held it in 9 quarters.
New Potomac Partners's Vanguard FTSE Emerging Markets ETF position peaked at $4.21M in Q2 2021.
1,915 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on New Potomac Partners's 13F filing for Q1 2023, filed 26 Apr 2023.