Schneider Downs Wealth Management Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Schneider Downs Wealth Management 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
2022 Q2	–	Sell	-4,879	Closed	-$225K	–	156
2022 Q1	$225K	Buy	4,879 +122	+3%	+$5.87K	0.06%	136
2021 Q4	$235K	Sell	4,757 -100	-2%	-$5.04K	0.06%	140
2021 Q3	$243K	Buy	+4,857	New	+$251K	0.06%	125
2019 Q3	–	Sell	-6,629	Closed	-$282K	–	76
2019 Q2	$282K	Sell	6,629 -484	-7%	-$20.4K	0.1%	55
2019 Q1	$302K	Sell	7,113 -270	-4%	-$11.1K	0.11%	50
2018 Q4	$281K	Buy	+7,383	New	+$286K	0.12%	45
2018 Q2	–	Sell	-4,274	Closed	-$201K	–	58
2018 Q1	$201K	Sell	4,274 -4,336	-50%	-$208K	0.11%	51
2017 Q4	$395K	Buy	8,610 +8	+0.1%	+$358	0.23%	28
2017 Q3	$375K	Sell	8,602 -1,237	-13%	-$53.5K	0.24%	29
2017 Q2	$402K	Buy	9,839 +1,140	+13%	+$46.2K	0.26%	26
2017 Q1	$346K	Buy	8,699 +571	+7%	+$22K	0.24%	31
2016 Q4	$291K	Buy	8,128 +8	+0.1%	+$293	0.2%	26
2016 Q3	$306K	Buy	+8,120	New	+$302K	0.2%	26

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's VWO Position: Q2 2022 in Review

Schneider Downs Wealth Management Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 4,879 shares — an estimated $225K sold.

Schneider Downs Wealth Management Advisors first reported a position in VWO in Q3 2016 and held it in 13 quarters. The position peaked at $402K in Q2 2017. 1,860 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Schneider Downs Wealth Management Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Schneider Downs Wealth Management Advisors sold 4,879 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $225K.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2016 and held it in 13 quarters.
Schneider Downs Wealth Management Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $402K in Q2 2017.
1,860 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.