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

Portfolio 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
2022 Q3	–	Sell	-5,088	Closed	-$212K	–	57
2022 Q2	$212K	Hold	5,088	–	–	0.03%	54
2022 Q1	$235K	Hold	5,088	–	–	0.03%	47
2021 Q4	$252K	Buy	5,088 +300	+6%	+$15.1K	0.03%	39
2021 Q3	$239K	Buy	4,788 +95	+2%	+$4.91K	0.03%	39
2021 Q2	$241K	Buy	4,693 +400	+9%	+$21.3K	0.03%	43
2021 Q1	$223K	Sell	4,293 -14	-0.3%	-$745	0.03%	42
2020 Q4	$216K	Buy	+4,307	New	+$202K	0.03%	37
2020 Q1	–	Sell	-5,575	Closed	-$248K	–	49
2019 Q4	$248K	Hold	5,575	–	–	0.03%	44
2019 Q3	$224K	Buy	5,575 +184	+3%	+$7.59K	0.03%	32
2019 Q2	$229K	Hold	5,391	–	–	0.03%	32
2019 Q1	$229K	Sell	5,391 -821	-13%	-$33.8K	0.03%	33
2018 Q4	$237K	Buy	6,212 +1,193	+24%	+$46.2K	0.04%	40
2018 Q3	$206K	Buy	+5,019	New	+$211K	0.03%	40
2018 Q2	–	Sell	-4,708	Closed	-$221K	–	177
2018 Q1	$221K	Hold	4,708	–	–	0.03%	35
2017 Q4	$216K	Hold	4,708	–	–	0.03%	36
2017 Q3	$205K	Buy	4,708 +4,691	+27,594%	+$203K	0.03%	36
2017 Q2	$1K	Buy	+17	New	+$689	﹤0.01%	164

Other funds holding VWO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Portfolio Solutions's VWO Position: Q3 2022 in Review

Portfolio Solutions sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 5,088 shares — an estimated $212K sold.

Portfolio Solutions first reported a position in VWO in Q2 2017 and held it in 17 quarters. The position peaked at $252K in Q4 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Portfolio Solutions reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Portfolio Solutions sold 5,088 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $212K.
Portfolio Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and held it in 17 quarters.
Portfolio Solutions's Vanguard FTSE Emerging Markets ETF position peaked at $252K in Q4 2021.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Portfolio Solutions's 13F filing for Q3 2022, filed 14 Nov 2022.