PCS
VWO icon

Personal CFO Solutions’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Personal CFO Solutions’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
-11,310
Closed -$541K – 616
2024
Q3 		$541K Buy
11,310
+80
+0.7% +$3.56K 0.08% 246
2024
Q2 		$491K Buy
11,230
+11
+0.1% +$474 0.08% 250
2024
Q1 		$469K Sell
11,219
-1,136
-9% -$46.4K 0.07% 273
2023
Q4 		$508K Buy
12,355
+624
+5% +$24.8K 0.09% 222
2023
Q3 		$460K Sell
11,731
-123
-1% -$5.02K 0.09% 216
2023
Q2 		$482K Sell
11,854
-414
-3% -$16.7K 0.1% 209
2023
Q1 		$496K Buy
12,268
+2,113
+21% +$86.1K 0.1% 197
2022
Q4 		$396K Buy
10,155
+386
+4% +$14.7K 0.08% 229
2022
Q3 		$356K Buy
9,769
+186
+2% +$7.55K 0.09% 218
2022
Q2 		$399K Sell
9,583
-87
-0.9% -$3.76K 0.09% 199
2022
Q1 		$446K Buy
9,670
+1
+0% +$48 0.09% 218
2021
Q4 		$478K Buy
9,669
+2,281
+31% +$115K 0.09% 207
2021
Q3 		$369K Buy
7,388
+476
+7% +$24.6K 0.08% 234
2021
Q2 		$375K Sell
6,912
-440
-6% -$23.4K 0.08% 232
2021
Q1 		$383K Buy
7,352
+826
+13% +$44K 0.08% 214
2020
Q4 		$327K Sell
6,526
-1,798
-22% -$84.5K 0.08% 227
2020
Q3 		$0 Sell
8,324
-2,406
-22% -$105K ﹤0.01% 330
2020
Q2 		$425K Sell
10,730
-1,443
-12% -$53.4K 0.13% 154
2020
Q1 		$408K Sell
12,173
-507
-4% -$20.7K 0.15% 139
2019
Q4 		$564K Sell
12,680
-12,137
-49% -$514K 0.16% 134
2019
Q3 		$999K Buy
+24,817
New +$1.02M 0.4% 60

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

Personal CFO Solutions's VWO Position: Q4 2024 in Review

Personal CFO Solutions sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 11,310 shares — an estimated $541K sold.

Personal CFO Solutions first reported a position in VWO in Q3 2019 and held it in 21 quarters. The position peaked at $999K in Q3 2019. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Personal CFO Solutions reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 11,310 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $541K.
  • Personal CFO Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2019 and held it in 21 quarters.
  • Personal CFO Solutions's Vanguard FTSE Emerging Markets ETF position peaked at $999K in Q3 2019.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.