Private Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Private Wealth Partners’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	–	Sell	-7,105	Closed	-$287K	–	174
2023 Q1	$287K	Buy	+7,105	New	+$290K	0.03%	126
2019 Q2	–	Sell	-4,753	Closed	-$202K	–	142
2019 Q1	$202K	Buy	+4,753	New	+$196K	0.03%	114

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

Private Wealth Partners's VWO Position: Q2 2023 in Review

Private Wealth Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 7,105 shares — an estimated $287K sold.

Private Wealth Partners first reported a position in VWO in Q1 2019 and held it in 2 quarters. The position peaked at $287K in Q1 2023. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

Private Wealth Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
Private Wealth Partners sold 7,105 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $287K.
Private Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and held it in 2 quarters.
Private Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $287K in Q1 2023.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Private Wealth Partners's 13F filing for Q2 2023, filed 3 Aug 2023.