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

Retirement 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
2024 Q1	$27.7K	Hold	662	–	–	0.01%	311
2023 Q4	$27.2K	Hold	662	–	–	0.01%	297
2023 Q3	$26K	Hold	662	–	–	0.01%	281
2023 Q2	$26.9K	Hold	662	–	–	0.01%	277
2023 Q1	$27K	Hold	662	–	–	0.01%	267
2022 Q4	$26K	Buy	+662	New	+$25.2K	0.01%	241
2022 Q3	–	Sell	-1,337	Closed	-$56K	–	807
2022 Q2	$56K	Buy	1,337 +675	+102%	+$29.1K	0.02%	200
2022 Q1	$31K	Sell	662 -375	-36%	-$18K	0.01%	272
2021 Q4	$51K	Hold	1,037	–	–	0.02%	229
2021 Q3	$52K	Buy	1,037 +57	+6%	+$2.94K	0.02%	223
2021 Q2	$53K	Buy	980 +21	+2%	+$1.12K	0.03%	233
2021 Q1	$50K	Hold	959	–	–	0.02%	281
2020 Q4	$48K	Hold	959	–	–	0.02%	267
2020 Q3	$41K	Hold	959	–	–	0.02%	272
2020 Q2	$38K	Buy	+959	New	+$35.5K	0.02%	265
2019 Q4	$71K	Buy	+1,592	New	+$67.4K	0.05%	198

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Retirement Group's VWO Position: Q1 2024 in Review

Retirement Group held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q1 2024 at 662 shares worth $27.7K. The position accounts for 0.01% of the portfolio, ranked #311.

Retirement Group first reported a position in VWO in Q4 2019 and has held it in 16 quarters since. The position peaked at $71K in Q4 2019. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

Retirement Group held 662 shares of Vanguard FTSE Emerging Markets ETF worth $27.7K as of Q1 2024.
Retirement Group left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q1 2024.
Vanguard FTSE Emerging Markets ETF made up 0.01% of Retirement Group's portfolio in Q1 2024, its #311 holding.
Retirement Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 16 quarters since.
Retirement Group's Vanguard FTSE Emerging Markets ETF position peaked at $71K in Q4 2019.
2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.