PFS Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

PFS Investments’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	$1.38M	Buy	33,886 +3,530	+12%	+$142K	0.02%	355
2023 Q1	$1.23M	Buy	30,356 +13,727	+83%	+$559K	0.02%	357
2022 Q4	$648K	Sell	16,629 -3,666	-18%	-$140K	0.01%	359
2022 Q3	$741	Sell	20,295 -15,825	-44%	-$643K	0.01%	344
2022 Q2	$1.5M	Buy	36,120 +2,166	+6%	+$93.5K	0.03%	301
2022 Q1	$1.57M	Buy	33,954 +22,342	+192%	+$1.07M	0.03%	310
2021 Q4	$574K	Buy	11,612 +930	+9%	+$46.9K	0.01%	357
2021 Q3	$549K	Buy	10,682 +6,749	+172%	+$349K	0.01%	352
2021 Q2	$208K	Sell	3,933 -76	-2%	-$4.05K	﹤0.01%	368
2021 Q1	$209K	Buy	+4,009	New	+$213K	0.01%	347
2018 Q2	–	Sell	-43,330	Closed	-$1.98M	–	94
2018 Q1	$1.98M	Buy	43,330 +12,909	+42%	+$619K	0.24%	67
2017 Q4	$1.53M	Buy	+30,421	New	+$1.36M	0.29%	59

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

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

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

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

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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

PFS Investments's VWO Position: Q2 2023 in Review

PFS Investments increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q2 2023, buying an estimated $142K and bringing the position to 33,886 shares worth $1.38M. The position accounts for 0.02% of the portfolio, ranked #355.

PFS Investments first reported a position in VWO in Q4 2017 and has held it in 12 quarters since. The position peaked at $1.98M in Q1 2018. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

PFS Investments held 33,886 shares of Vanguard FTSE Emerging Markets ETF worth $1.38M as of Q2 2023.
PFS Investments bought 3,530 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $142K.
Vanguard FTSE Emerging Markets ETF made up 0.02% of PFS Investments's portfolio in Q2 2023, its #355 holding.
PFS Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 12 quarters since.
PFS Investments's Vanguard FTSE Emerging Markets ETF position peaked at $1.98M in Q1 2018.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.