Personal Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Personal Wealth Partners’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 Q2	–	Sell	-7,443	Closed	-$343K	–	71
2022 Q1	$343K	Buy	7,443 +882	+13%	+$42.4K	0.15%	60
2021 Q4	$325K	Buy	+6,561	New	+$331K	0.13%	61
2021 Q3	–	Sell	-3,527	Closed	-$192K	–	388
2021 Q2	$192K	Buy	+3,527	New	+$188K	0.08%	82
2020 Q1	–	Sell	-3,343	Closed	-$149K	–	606
2019 Q4	$149K	Buy	3,343 +780	+30%	+$33K	0.06%	83
2019 Q3	$103K	Buy	2,563 +766	+43%	+$31.6K	0.05%	102
2019 Q2	$76K	Buy	+1,797	New	+$75.6K	0.04%	103

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's VWO Position: Q2 2022 in Review

Personal Wealth Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 7,443 shares — an estimated $343K sold.

Personal Wealth Partners first reported a position in VWO in Q2 2019 and held it in 6 quarters. The position peaked at $343K in Q1 2022. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Personal Wealth Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Personal Wealth Partners sold 7,443 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $343K.
Personal Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2019 and held it in 6 quarters.
Personal Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $343K in Q1 2022.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Personal Wealth Partners's 13F filing for Q2 2022.