RGT Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

RGT Wealth Advisors’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	–	Sell	-333	Closed	-$14K	–	136
2022 Q2	$14K	Sell	333 -6,148	-95%	-$265K	﹤0.01%	115
2022 Q1	$299K	Hold	6,481	–	–	0.05%	66
2021 Q4	$321K	Buy	6,481 +106	+2%	+$5.34K	0.05%	71
2021 Q3	$319K	Hold	6,375	–	–	0.06%	37
2021 Q2	$346K	Hold	6,375	–	–	0.06%	33
2021 Q1	$332K	Sell	6,375 -243	-4%	-$12.9K	0.06%	35
2020 Q4	$332K	Buy	+6,618	New	+$311K	0.07%	39
2020 Q3	–	Sell	-5,743	Closed	-$227K	–	51
2020 Q2	$227K	Buy	+5,743	New	+$213K	0.07%	34

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

RGT Wealth Advisors's VWO Position: Q3 2022 in Review

RGT Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 333 shares — an estimated $14K sold.

RGT Wealth Advisors first reported a position in VWO in Q2 2020 and held it in 8 quarters. The position peaked at $346K in Q2 2021. 1,782 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

RGT Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
RGT Wealth Advisors sold 333 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $14K.
RGT Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2020 and held it in 8 quarters.
RGT Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $346K in Q2 2021.
1,782 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.