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Phoenix Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Phoenix Wealth Advisors’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
2021
Q4 		– Sell
-3,320
Closed -$166K – 352
2021
Q3 		$166K Hold
3,320
– – 0.12% 123
2021
Q2 		$176K Hold
3,320
– – 0.13% 125
2021
Q1 		$174K Hold
3,320
– – 0.14% 123
2020
Q4 		$166K Buy
+3,320
New +$156K 0.13% 120

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Phoenix Wealth Advisors's VWO Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2021, closing a stake of 3,320 shares — an estimated $166K sold.

Phoenix Wealth Advisors first reported a position in VWO in Q4 2020 and held it in 4 quarters. The position peaked at $176K in Q2 2021. 1,919 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 3,320 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $166K.
  • Phoenix Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $176K in Q2 2021.
  • 1,919 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.