OPW
VWO icon

Oxler Private Wealth’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Oxler Private Wealth’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
-1,437
Closed -$70.4K – 331
2022
Q3 		$70.4K Buy
1,437
+315
+28% +$12.8K 0.04% 162
2022
Q2 		$46.7K Buy
+1,122
New +$48.4K 0.02% 153
2021
Q1 		– Sell
-1,100
Closed -$55K – 215
2020
Q4 		$55K Buy
+1,100
New +$51.7K 0.03% 155

Other funds holding VWO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Oxler Private Wealth's VWO Position: Q4 2022 in Review

Oxler Private Wealth sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 1,437 shares — an estimated $70.4K sold.

Oxler Private Wealth first reported a position in VWO in Q4 2020 and held it in 3 quarters. The position peaked at $70.4K in Q3 2022. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

  • Oxler Private Wealth reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 1,437 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $70.4K.
  • Oxler Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $70.4K in Q3 2022.
  • 1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.