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Second Half Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-15,661
Closed -$637K – 141
2023
Q2 		$637K Buy
+15,661
New +$631K 0.15% 96

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Wells Fargo
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Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
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WL
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Second Half Financial Partners's VWO Position: Q3 2023 in Review

Second Half Financial Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 15,661 shares — an estimated $637K sold.

Second Half Financial Partners first reported a position in VWO in Q2 2023 and held it in 1 quarter. The position peaked at $637K in Q2 2023. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • Second Half Financial Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 15,661 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $637K.
  • Second Half Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $637K in Q2 2023.
  • 1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.