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Relaxing Retirement Coach’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Relaxing Retirement Coach’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 		$1.21M Sell
29,698
-2,462
-8% -$99.3K 0.36% 34
2023
Q1 		$1.3M Sell
32,160
-1,240
-4% -$50.5K 0.43% 29
2022
Q4 		$1.3M Sell
33,400
-12,476
-27% -$476K 0.48% 29
2022
Q3 		$1.67M Sell
45,876
-3,100
-6% -$126K 0.79% 22
2022
Q2 		$2.04M Buy
48,976
+8
+0% +$345 1.03% 18
2022
Q1 		$2.26M Sell
48,968
-3,405
-7% -$164K 1.16% 16
2021
Q4 		$2.59M Sell
52,373
-380
-0.7% -$19.2K 1.49% 16
2021
Q3 		$2.64M Sell
52,753
-285
-0.5% -$14.7K 2.16% 14
2021
Q2 		$2.88M Buy
53,038
+5
+0% +$266 2.45% 14
2021
Q1 		$2.76M Buy
53,033
+554
+1% +$29.5K 3.15% 11
2020
Q4 		$2.63M Sell
52,479
-52,499
-50% -$2.47M 2.87% 14
2020
Q3 		$4.54M Buy
104,978
+48,586
+86% +$2.11M 1.98% 21
2020
Q2 		$2.23M Sell
56,392
-13,072
-19% -$484K 1.57% 29
2020
Q1 		$2.33M Sell
69,464
-7,896
-10% -$322K 1.43% 29
2019
Q4 		$3.44M Buy
77,360
+81
+0.1% +$3.43K 1.01% 29
2019
Q3 		$3.11M Sell
77,279
-2,341
-3% -$96.6K 0.96% 30
2019
Q2 		$3.39M Sell
79,620
-398
-0.5% -$16.7K 1.04% 29
2019
Q1 		$3.4M Sell
80,018
-951
-1% -$39.2K 1.06% 29
2018
Q4 		$3.08M Sell
80,969
-2,694
-3% -$104K 1.04% 29
2018
Q3 		$3.42M Sell
83,663
-1,215
-1% -$51.1K 1.03% 31
2018
Q2 		$3.58M Sell
84,878
-13,513
-14% -$610K 1.11% 30
2018
Q1 		$4.62M Sell
98,391
-23,029
-19% -$1.1M 1.46% 28
2017
Q4 		$5.57M Buy
+121,420
New +$5.43M 1.81% 25

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Relaxing Retirement Coach's VWO Position: Q2 2023 in Review

Relaxing Retirement Coach reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7.7% in Q2 2023, selling an estimated $99.3K and leaving 29,698 shares worth $1.21M. The position accounts for 0.36% of the portfolio, ranked #34.

Relaxing Retirement Coach first reported a position in VWO in Q4 2017 and has held it in 23 quarters since. The position peaked at $5.57M in Q4 2017. 1,941 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

  • Relaxing Retirement Coach held 29,698 shares of Vanguard FTSE Emerging Markets ETF worth $1.21M as of Q2 2023.
  • Relaxing Retirement Coach sold 2,462 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $99.3K.
  • Vanguard FTSE Emerging Markets ETF made up 0.36% of Relaxing Retirement Coach's portfolio in Q2 2023, its #34 holding.
  • Relaxing Retirement Coach first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 23 quarters since.
  • Relaxing Retirement Coach's Vanguard FTSE Emerging Markets ETF position peaked at $5.57M in Q4 2017.
  • 1,941 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on Relaxing Retirement Coach's 13F filing for Q2 2023, filed 27 Jul 2023.