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

Outlook 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	–	Sell	-15,434	Closed	-$563K	–	204
2022 Q3	$563K	Sell	15,434 -3,208	-17%	-$130K	0.25%	97
2022 Q2	$777K	Buy	18,642 +549	+3%	+$23.7K	0.32%	80
2022 Q1	$835K	Buy	18,093 +318	+2%	+$15.3K	0.28%	86
2021 Q4	$879K	Sell	17,775 -5,764	-24%	-$291K	0.26%	92
2021 Q3	$1.18M	Sell	23,539 -97	-0.4%	-$5.01K	0.38%	64
2021 Q2	$1.28M	Buy	23,636 +1,504	+7%	+$80.1K	0.41%	64
2021 Q1	$1.15M	Buy	22,132 +10,230	+86%	+$545K	0.4%	64
2020 Q4	$596K	Buy	11,902 +481	+4%	+$22.6K	0.22%	112
2020 Q3	$494K	Sell	11,421 -306	-3%	-$13.3K	0.2%	114
2020 Q2	$465K	Buy	+11,727	New	+$434K	0.2%	106
2020 Q1	–	Sell	-11,410	Closed	-$507K	–	186
2019 Q4	$507K	Sell	11,410 -520	-4%	-$22K	0.29%	58
2019 Q3	$480K	Sell	11,930 -162	-1%	-$6.69K	0.29%	78
2019 Q2	$514K	Buy	12,092 +2,188	+22%	+$92.1K	0.34%	73
2019 Q1	$421K	Buy	9,904 +9,127	+1,175%	+$376K	0.35%	73
2018 Q4	$296K	Buy	+777	New	+$30.1K	0.13%	152

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

Outlook Wealth Advisors's VWO Position: Q4 2022 in Review

Outlook Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 15,434 shares — an estimated $563K sold.

Outlook Wealth Advisors first reported a position in VWO in Q4 2018 and held it in 15 quarters. The position peaked at $1.28M in Q2 2021. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Outlook Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 15,434 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $563K.
Outlook Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 15 quarters.
Outlook Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.28M in Q2 2021.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Outlook Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.