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Satovsky Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Satovsky Asset Management’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
-5,516
Closed -$227K – 53
2023
Q4 		$227K Buy
+5,516
New +$219K 0.07% 43

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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Satovsky Asset Management's VWO Position: Q1 2024 in Review

Satovsky Asset Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 5,516 shares — an estimated $227K sold.

Satovsky Asset Management first reported a position in VWO in Q4 2023 and held it in 1 quarter. The position peaked at $227K in Q4 2023. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • Satovsky Asset Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Satovsky Asset Management sold 5,516 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $227K.
  • Satovsky Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2023 and held it in 1 quarter.
  • Satovsky Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $227K in Q4 2023.
  • 2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Satovsky Asset Management's 13F filing for Q1 2024, filed 23 Apr 2024.