Roffman Miller Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Roffman Miller Associates’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	-1,722	Closed	-$70K	–	158
2023 Q2	$70K	Buy	+1,722	New	+$69.4K	0.01%	79
2022 Q2	–	Sell	-4,403	Closed	-$203K	–	77
2022 Q1	$203K	Buy	4,403 +74	+2%	+$3.56K	0.02%	77
2021 Q4	$214K	Buy	4,329 +41	+1%	+$2.07K	0.01%	76
2021 Q3	$214K	Buy	+4,288	New	+$222K	0.02%	76
2019 Q1	–	Sell	-5,870	Closed	-$224K	–	86
2018 Q4	$224K	Buy	+5,870	New	+$227K	0.03%	70

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 $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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

Roffman Miller Associates's VWO Position: Q3 2023 in Review

Roffman Miller Associates sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 1,722 shares — an estimated $70K sold.

Roffman Miller Associates first reported a position in VWO in Q4 2018 and held it in 5 quarters. The position peaked at $224K in Q4 2018. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Roffman Miller Associates reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Roffman Miller Associates sold 1,722 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $70K.
Roffman Miller Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 5 quarters.
Roffman Miller Associates's Vanguard FTSE Emerging Markets ETF position peaked at $224K in Q4 2018.
1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.