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

Paulson 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
-5,200
Closed -$249K – 154
2024
Q3 		$249K Sell
5,200
-653
-11% -$29.1K 0.07% 130
2024
Q2 		$256K Sell
5,853
-1,154
-16% -$49.7K 0.07% 121
2024
Q1 		$293K Sell
7,007
-276
-4% -$11.3K 0.09% 112
2023
Q4 		$299K Sell
7,283
-12,831
-64% -$509K 0.1% 105
2023
Q3 		$789K Buy
20,114
+318
+2% +$13K 0.28% 50
2023
Q2 		$805K Buy
19,796
+8,592
+77% +$346K 0.28% 50
2023
Q1 		$453K Buy
11,204
+205
+2% +$8.35K 0.2% 50
2022
Q4 		$429K Buy
10,999
+1,461
+15% +$55.7K 0.21% 45
2022
Q3 		$348K Sell
9,538
-18,199
-66% -$739K 0.19% 49
2022
Q2 		$1.16M Sell
27,737
-132
-0.5% -$5.7K 0.61% 19
2022
Q1 		$1.29M Sell
27,869
-834
-3% -$40.1K 0.59% 19
2021
Q4 		$1.42M Buy
28,703
+19,385
+208% +$978K 0.63% 18
2021
Q3 		$466K Buy
9,318
+3,298
+55% +$170K 0.22% 56
2021
Q2 		$327K Buy
6,020
+700
+13% +$37.3K 0.16% 66
2021
Q1 		$280K Buy
5,320
+240
+5% +$12.8K 0.14% 70
2020
Q4 		$255K Sell
5,080
-308
-6% -$14.5K 0.15% 71
2020
Q3 		$233K Sell
5,388
-780
-13% -$33.9K 0.15% 75
2020
Q2 		$244K Sell
6,168
-290
-4% -$10.7K 0.17% 75
2020
Q1 		$225K Sell
6,458
-5,539
-46% -$226K 0.17% 75
2019
Q4 		$551K Sell
11,997
-600
-5% -$25.4K 0.39% 50
2019
Q3 		$507K Buy
12,597
+1
+0% +$41 0.38% 48
2019
Q2 		$538K Sell
12,596
-56
-0.4% -$2.36K 0.4% 45
2019
Q1 		$538K Sell
12,652
-191
-1% -$7.87K 0.41% 52
2018
Q4 		$512K Buy
+12,843
New +$498K 0.42% 58
2018
Q1 		– Sell
-3,462
Closed -$159K – 524
2017
Q4 		$159K Buy
+3,462
New +$155K 0.14% 125

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 $1.6B AUM 20.7% 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

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

Paulson Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 5,200 shares — an estimated $249K sold.

Paulson Wealth Management first reported a position in VWO in Q4 2017 and held it in 25 quarters. The position peaked at $1.42M in Q4 2021. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Paulson Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Paulson Wealth Management sold 5,200 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $249K.
  • Paulson Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 25 quarters.
  • Paulson Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.42M in Q4 2021.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Paulson Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.