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RWB
RMR Wealth Builders’s
Vanguard FTSE Emerging Markets ETF
VWO
Stock Holding History
RMR Wealth Builders’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
Q3
–
Sell
-5,168
Closed
-$210K
–
236
2023
Q2
$210K
Sell
5,168
-4
-0.1%
-$161
0.04%
201
2023
Q1
$209K
Sell
5,172
-3,180
-38%
-$130K
0.04%
196
2022
Q4
$326K
Sell
8,352
-2,592
-24%
-$98.8K
0.07%
134
2022
Q3
$399K
Sell
10,944
-14,188
-56%
-$576K
0.1%
113
2022
Q2
$1.05M
Sell
25,132
-2,467
-9%
-$107K
0.26%
57
2022
Q1
$1.27M
Sell
27,599
-810
-3%
-$39K
0.27%
60
2021
Q4
$1.41M
Sell
28,409
-16,797
-37%
-$847K
0.4%
35
2021
Q3
$2.26M
Buy
45,206
+7,384
+20%
+$382K
0.66%
24
2021
Q2
$2.05M
Sell
37,822
-14,839
-28%
-$790K
0.67%
24
2021
Q1
$2.74M
Buy
52,661
+30,492
+138%
+$1.62M
0.71%
18
2020
Q4
$1.11M
Sell
22,169
-39,355
-64%
-$1.85M
0.55%
39
2020
Q3
$2.66M
Buy
61,524
+52,572
+587%
+$2.29M
0.69%
24
2020
Q2
$354K
Buy
+8,952
New
+$331K
0.32%
74
2019
Q4
$267K
Buy
+6,006
New
+$254K
0.26%
87
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
Wells Fargo
San Francisco, California
$501B 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
Empower Advisory Group
Greenwood Village, Colorado
$38.5B AUM
18.4%
1-Year Est. Return
WL
WIT LLC
District Of Columbia, District of Columbia
$5.3B AUM
20.46%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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