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SBK Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

SBK Financial’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
Q3 		– Sell
-5,094
Closed -$212K – 69
2022
Q2 		$212K Buy
5,094
+2
+0% +$86 0.28% 65
2022
Q1 		$235K Sell
5,092
-98
-2% -$4.71K 0.23% 63
2021
Q4 		$257K Buy
+5,190
New +$262K 0.21% 66

Other funds holding VWO

Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
WIT LLC
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

SBK Financial's VWO Position: Q3 2022 in Review

SBK Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 5,094 shares — an estimated $212K sold.

SBK Financial first reported a position in VWO in Q4 2021 and held it in 3 quarters. The position peaked at $257K in Q4 2021. 1,782 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

  • SBK Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • SBK Financial sold 5,094 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $212K.
  • SBK Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 3 quarters.
  • SBK Financial's Vanguard FTSE Emerging Markets ETF position peaked at $257K in Q4 2021.
  • 1,782 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on SBK Financial's 13F filing for Q3 2022, filed 21 Oct 2022.