Sebold Capital Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sebold Capital 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 Q3	–	Sell	-5,759	Closed	-$252K	–	73
2024 Q2	$252K	Sell	5,759 -1,265	-18%	-$54.5K	0.17%	58
2024 Q1	$293K	Hold	7,024	–	–	0.2%	60
2023 Q4	$289K	Sell	7,024 -2,998	-30%	-$119K	0.21%	53
2023 Q3	$393K	Buy	10,022 +1,678	+20%	+$68.5K	0.32%	45
2023 Q2	$339K	Sell	8,344 -56	-0.7%	-$2.26K	0.27%	50
2023 Q1	$339K	Hold	8,400	–	–	0.27%	51
2022 Q4	$327K	Buy	+8,400	New	+$320K	0.27%	51

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Betterment LLC New York $52.8B AUM 15.34% 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

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

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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Sebold Capital Management's VWO Position: Q3 2024 in Review

Sebold Capital Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 5,759 shares — an estimated $252K sold.

Sebold Capital Management first reported a position in VWO in Q4 2022 and held it in 7 quarters. The position peaked at $393K in Q3 2023. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

Sebold Capital Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Sebold Capital Management sold 5,759 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $252K.
Sebold Capital Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and held it in 7 quarters.
Sebold Capital Management's Vanguard FTSE Emerging Markets ETF position peaked at $393K in Q3 2023.
2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Sebold Capital Management's 13F filing for Q3 2024, filed 22 Oct 2024.