R.H. Bluestein & Co’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

R.H. Bluestein & Co’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	$3.25M	Buy	89,166 +24,978	+39%	+$1.01M	0.2%	55
2022 Q2	$2.67M	Buy	64,188 +14,440	+29%	+$623K	0.16%	56
2022 Q1	$2.29M	Buy	49,748 +13,355	+37%	+$642K	0.1%	61
2021 Q4	$1.8M	Sell	36,393 -8,825	-20%	-$445K	0.06%	72
2021 Q3	$2.26M	Buy	45,218 +20,337	+82%	+$1.05M	0.09%	59
2021 Q2	$1.35M	Buy	24,881 +9,251	+59%	+$493K	0.05%	92
2021 Q1	$814K	Hold	15,630	–	–	0.03%	129
2020 Q4	$783K	Buy	15,630 +500	+3%	+$23.5K	0.03%	123
2020 Q3	$654K	Hold	15,130	–	–	0.03%	132
2020 Q2	$599K	Sell	15,130 -765	-5%	-$28.3K	0.03%	129
2020 Q1	$533K	Sell	15,895 -5,267	-25%	-$215K	0.05%	115
2019 Q4	$941K	Buy	21,162 +5,032	+31%	+$213K	0.05%	85
2019 Q3	$649K	Buy	+16,130	New	+$666K	0.04%	116

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

R.H. Bluestein & Co's VWO Position: Q3 2022 in Review

R.H. Bluestein & Co increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 39% in Q3 2022, buying an estimated $1.01M and bringing the position to 89,166 shares worth $3.25M. The position accounts for 0.2% of the portfolio, ranked #55.

R.H. Bluestein & Co first reported a position in VWO in Q3 2019 and has held it in 13 quarters since. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

R.H. Bluestein & Co held 89,166 shares of Vanguard FTSE Emerging Markets ETF worth $3.25M as of Q3 2022.
R.H. Bluestein & Co bought 24,978 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $1.01M.
Vanguard FTSE Emerging Markets ETF made up 0.2% of R.H. Bluestein & Co's portfolio in Q3 2022, its #55 holding.
R.H. Bluestein & Co first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2019 and has held it in 13 quarters since.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on R.H. Bluestein & Co's 13F filing for Q3 2022, filed 14 Nov 2022.