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

Pasadena 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
2023
Q2 		– Sell
-109,299
Closed -$4.42M – 127
2023
Q1 		$4.42M Buy
+109,299
New +$4.45M 1.28% 17

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Pasadena Private Wealth's VWO Position: Q2 2023 in Review

Pasadena Private Wealth sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 109,299 shares — an estimated $4.42M sold.

Pasadena Private Wealth first reported a position in VWO in Q1 2023 and held it in 1 quarter. The position peaked at $4.42M in Q1 2023. 1,941 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

  • Pasadena Private Wealth reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
  • Pasadena Private Wealth sold 109,299 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $4.42M.
  • Pasadena Private Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and held it in 1 quarter.
  • Pasadena Private Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $4.42M in Q1 2023.
  • 1,941 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Pasadena Private Wealth's 13F filing for Q2 2023, filed 12 Jul 2023.