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Roger Wittlin Investment Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Roger Wittlin Investment Advisory’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
Q1 		– Sell
-5,280
Closed -$261K – 30
2021
Q4 		$261K Buy
+5,280
New +$266K 0.21% 22

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Vanguard Group
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Jones Financial Companies
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Roger Wittlin Investment Advisory's VWO Position: Q1 2022 in Review

Roger Wittlin Investment Advisory sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2022, closing a stake of 5,280 shares — an estimated $261K sold.

Roger Wittlin Investment Advisory first reported a position in VWO in Q4 2021 and held it in 1 quarter. The position peaked at $261K in Q4 2021. 1,895 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

  • Roger Wittlin Investment Advisory reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Roger Wittlin Investment Advisory sold 5,280 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $261K.
  • Roger Wittlin Investment Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 1 quarter.
  • Roger Wittlin Investment Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $261K in Q4 2021.
  • 1,895 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Roger Wittlin Investment Advisory's 13F filing for Q1 2022, filed 16 May 2022.