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Resource Planning Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Resource Planning Group’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
Q4 		$4.41M Sell
107,182
-8,129
-7% -$322K 2.8% 12
2023
Q3 		$4.52M Sell
115,311
-3,086
-3% -$126K 3.83% 11
2023
Q2 		$4.82M Sell
118,397
-4,322
-4% -$174K 3.9% 11
2023
Q1 		$4.96M Sell
122,719
-5,276
-4% -$215K 4.03% 11
2022
Q4 		$4.99M Sell
127,995
-22,210
-15% -$847K 4% 10
2022
Q3 		$5.48M Sell
150,205
-4,241
-3% -$172K 4.77% 7
2022
Q2 		$6.43M Sell
154,446
-8,352
-5% -$361K 5.36% 6
2022
Q1 		$7.51M Sell
162,798
-11,712
-7% -$563K 5.4% 5
2021
Q4 		$8.63M Sell
174,510
-13,051
-7% -$658K 5.79% 5
2021
Q3 		$9.38M Buy
187,561
+1,279
+0.7% +$66.1K 5.89% 5
2021
Q2 		$10.1M Buy
186,282
+1,119
+0.6% +$59.6K 5.86% 5
2021
Q1 		$9.64M Buy
185,163
+5,614
+3% +$299K 6.32% 5
2020
Q4 		$9M Sell
179,549
-5,211
-3% -$245K 6.4% 4
2020
Q3 		$7.99M Buy
184,760
+16,067
+10% +$698K 6.06% 5
2020
Q2 		$6.68M Sell
168,693
-6,720
-4% -$249K 5% 6
2020
Q1 		$5.88M Sell
175,413
-79,998
-31% -$3.26M 5.12% 5
2019
Q4 		$11.4M Buy
255,411
+24,729
+11% +$1.05M 6.51% 5
2019
Q3 		$9.29M Sell
230,682
-4,643
-2% -$192K 5.43% 5
2019
Q2 		$10M Buy
235,325
+17,028
+8% +$716K 5.88% 5
2019
Q1 		$9.28M Buy
218,297
+45,075
+26% +$1.86M 6.13% 5
2018
Q4 		$6.6M Sell
173,222
-3,472
-2% -$134K 4.92% 5
2018
Q3 		$7.24M Buy
+176,694
New +$7.43M 5.66% 5

Other funds holding VWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Resource Planning Group's VWO Position: Q4 2023 in Review

Resource Planning Group reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7% in Q4 2023, selling an estimated $322K and leaving 107,182 shares worth $4.41M. The position accounts for 2.8% of the portfolio, ranked #12.

Resource Planning Group first reported a position in VWO in Q3 2018 and has held it in 22 quarters since. The position peaked at $11.4M in Q4 2019. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

  • Resource Planning Group held 107,182 shares of Vanguard FTSE Emerging Markets ETF worth $4.41M as of Q4 2023.
  • Resource Planning Group sold 8,129 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $322K.
  • Vanguard FTSE Emerging Markets ETF made up 2.8% of Resource Planning Group's portfolio in Q4 2023, its #12 holding.
  • Resource Planning Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2018 and has held it in 22 quarters since.
  • Resource Planning Group's Vanguard FTSE Emerging Markets ETF position peaked at $11.4M in Q4 2019.
  • 2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Resource Planning Group's 13F filing for Q4 2023, filed 10 Jan 2024.