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 $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

RMR Wealth Builders's VWO Position: Q3 2023 in Review

RMR Wealth Builders sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 5,168 shares — an estimated $210K sold.

RMR Wealth Builders first reported a position in VWO in Q4 2019 and held it in 14 quarters. The position peaked at $2.74M in Q1 2021. 1,914 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

RMR Wealth Builders reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
RMR Wealth Builders sold 5,168 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $210K.
RMR Wealth Builders first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and held it in 14 quarters.
RMR Wealth Builders's Vanguard FTSE Emerging Markets ETF position peaked at $2.74M in Q1 2021.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on RMR Wealth Builders's 13F filing for Q3 2023, filed 23 Oct 2023.