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

Rise 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
2023 Q1	–	Sell	-136	Closed	-$5.3K	–	826
2022 Q4	$5.3K	Buy	+136	New	+$5.18K	﹤0.01%	434
2022 Q2	–	Sell	-42	Closed	-$2K	–	739
2022 Q1	$2K	Sell	42 -1,541	-97%	-$74.1K	﹤0.01%	564
2021 Q4	$78.3K	Buy	+1,583	New	+$79.8K	0.07%	110

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Rise Advisors's VWO Position: Q1 2023 in Review

Rise Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2023, closing a stake of 136 shares — an estimated $5.3K sold.

Rise Advisors first reported a position in VWO in Q4 2021 and held it in 3 quarters. The position peaked at $78.3K in Q4 2021. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Rise Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2023 after selling out during the quarter.
Rise Advisors sold 136 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $5.3K.
Rise Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 3 quarters.
Rise Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $78.3K in Q4 2021.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Rise Advisors's 13F filing for Q1 2023, filed 5 Apr 2023.