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Octavia Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Octavia 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
2023
Q1 		– Sell
-6,261
Closed -$244K – 198
2022
Q4 		$244K Buy
+6,261
New +$239K 0.06% 158

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Octavia Wealth Advisors's VWO Position: Q1 2023 in Review

Octavia Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2023, closing a stake of 6,261 shares — an estimated $244K sold.

Octavia Wealth Advisors first reported a position in VWO in Q4 2022 and held it in 1 quarter. The position peaked at $244K in Q4 2022. 1,915 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

  • Octavia Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
  • Octavia Wealth Advisors sold 6,261 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $244K.
  • Octavia Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and held it in 1 quarter.
  • Octavia Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $244K in Q4 2022.
  • 1,915 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Octavia Wealth Advisors's 13F filing for Q1 2023, filed 20 Apr 2023.