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Partnership Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Partnership Wealth Management’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
2024
Q4 		– Sell
-70
Closed -$3.34K – 184
2024
Q3 		$3.34K Sell
70
-30
-30% -$1.34K ﹤0.01% 184
2024
Q2 		$4.36K Buy
100
+1
+1% +$43 ﹤0.01% 202
2024
Q1 		$4.15K Hold
99
– – ﹤0.01% 201
2023
Q4 		$3.93K Buy
+99
New +$3.93K ﹤0.01% 203

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Partnership Wealth Management's VWO Position: Q4 2024 in Review

Partnership Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 70 shares — an estimated $3.34K sold.

Partnership Wealth Management first reported a position in VWO in Q4 2023 and held it in 4 quarters. The position peaked at $4.36K in Q2 2024. 2,236 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Partnership Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 70 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $3.34K.
  • Partnership Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $4.36K in Q2 2024.
  • 2,236 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.