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

Sandy Cove 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
2024 Q1	–	Sell	-17,649	Closed	-$725K	–	134
2023 Q4	$725K	Buy	17,649 +372	+2%	+$14.8K	0.37%	48
2023 Q3	$677K	Sell	17,277 -3,660	-17%	-$149K	0.39%	48
2023 Q2	$852K	Buy	+20,937	New	+$844K	0.48%	45
2022 Q2	–	Sell	-4,247	Closed	-$196K	–	383
2022 Q1	$196K	Hold	4,247	–	–	0.16%	86
2021 Q4	$210K	Buy	+4,247	New	+$214K	0.18%	72

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Sandy Cove Advisors's VWO Position: Q1 2024 in Review

Sandy Cove Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 17,649 shares — an estimated $725K sold.

Sandy Cove Advisors first reported a position in VWO in Q4 2021 and held it in 5 quarters. The position peaked at $852K in Q2 2023. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

Sandy Cove Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Sandy Cove Advisors sold 17,649 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $725K.
Sandy Cove Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 5 quarters.
Sandy Cove Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $852K in Q2 2023.
2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Sandy Cove Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.