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

Prism 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
2022 Q4	–	Sell	-82,919	Closed	-$3.03M	–	55
2022 Q3	$3.03M	Buy	+82,919	New	+$3.37M	1.22%	24
2020 Q1	–	Sell	-6,621	Closed	-$294K	–	67
2019 Q4	$294K	Hold	6,621	–	–	0.15%	50
2019 Q3	$267K	Hold	6,621	–	–	0.15%	50
2019 Q2	$282K	Hold	6,621	–	–	0.16%	47
2019 Q1	$281K	Hold	6,621	–	–	0.16%	47
2018 Q4	$252K	Hold	6,621	–	–	0.16%	47
2018 Q3	$255K	Hold	6,621	–	–	0.15%	49
2018 Q2	$280K	Hold	6,621	–	–	0.15%	47
2018 Q1	$306K	Hold	6,621	–	–	0.17%	46
2017 Q4	$304K	Buy	+6,621	New	+$296K	0.17%	43

Other funds holding VWO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

Prism Advisors's VWO Position: Q4 2022 in Review

Prism Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 82,919 shares — an estimated $3.03M sold.

Prism Advisors first reported a position in VWO in Q4 2017 and held it in 10 quarters. The position peaked at $3.03M in Q3 2022. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Prism Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Prism Advisors sold 82,919 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $3.03M.
Prism Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 10 quarters.
Prism Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $3.03M in Q3 2022.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Prism Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.