Polaris Wealth Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Polaris Wealth Advisory Group’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 Q3	$284K	Buy	+7,255	New	+$296K	0.02%	149
2020 Q4	–	Sell	-5,646	Closed	-$247K	–	212
2020 Q3	$247K	Sell	5,646 -2,071	-27%	-$90K	0.02%	142
2020 Q2	$310K	Buy	+7,717	New	+$286K	0.02%	120
2019 Q4	–	Sell	-13,468	Closed	-$536K	–	186
2019 Q3	$536K	Sell	13,468 -2,530	-16%	-$104K	0.04%	112
2019 Q2	$690K	Sell	15,998 -10,233	-39%	-$431K	0.05%	102
2019 Q1	$1.13M	Buy	26,231 +9,540	+57%	+$393K	0.09%	99
2018 Q4	$636K	Sell	16,691 -4,743	-22%	-$184K	0.06%	100
2018 Q3	$879K	Buy	21,434 +1,719	+9%	+$72.3K	0.06%	97
2018 Q2	$926K	Sell	19,715 -1,437	-7%	-$64.9K	0.08%	81
2018 Q1	$994K	Sell	21,152 -54,712	-72%	-$2.62M	0.08%	90
2017 Q4	$3.48M	Buy	75,864 +142	+0.2%	+$6.35K	0.29%	59
2017 Q3	$3.3M	Buy	75,722 +8,511	+13%	+$368K	0.29%	62
2017 Q2	$2.74M	Buy	67,211 +3,009	+5%	+$122K	0.31%	52
2017 Q1	$2.55M	Sell	64,202 -684	-1%	-$26.4K	0.28%	59
2016 Q4	$2.32M	Sell	64,886 -512	-0.8%	-$18.8K	0.27%	58
2016 Q3	$2.46M	Buy	65,398 +1,649	+3%	+$61.4K	0.29%	55
2016 Q2	$2.25M	Buy	63,749 +1,977	+3%	+$67.5K	0.35%	43
2016 Q1	$2.14M	Buy	61,772 +54,271	+724%	+$1.7M	0.33%	46
2015 Q4	$245K	Buy	+7,501	New	+$258K	0.04%	128

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Polaris Wealth Advisory Group's VWO Position: Q3 2023 in Review

Polaris Wealth Advisory Group opened a new position in Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023: 7,255 shares worth $284K. The stake represents 0.02% of the portfolio and ranks #149 among its holdings. This is a return to the name: Polaris Wealth Advisory Group previously reported a position in VWO as recently as Q3 2020.

Polaris Wealth Advisory Group first reported a position in VWO in Q4 2015 and has held it in 19 quarters since. The position peaked at $3.48M in Q4 2017. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Polaris Wealth Advisory Group held 7,255 shares of Vanguard FTSE Emerging Markets ETF worth $284K as of Q3 2023.
Vanguard FTSE Emerging Markets ETF was a new Polaris Wealth Advisory Group position in Q3 2023.
Vanguard FTSE Emerging Markets ETF made up 0.02% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #149 holding.
Polaris Wealth Advisory Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and has held it in 19 quarters since.
Polaris Wealth Advisory Group's Vanguard FTSE Emerging Markets ETF position peaked at $3.48M in Q4 2017.
1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.