Selective Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Selective Wealth 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
2023 Q3	–	Sell	-7,929	Closed	-$322K	–	114
2023 Q2	$322K	Buy	+7,929	New	+$320K	0.16%	73
2022 Q4	$344K	Sell	8,087 -326	-4%	-$12.4K	0.18%	77
2022 Q3	$307K	Sell	8,413 -875	-9%	-$35.5K	0.13%	93
2022 Q2	$387K	Buy	9,288 +3,813	+70%	+$165K	0.14%	95
2022 Q1	$253K	Buy	5,475 +2,307	+73%	+$111K	0.09%	111
2021 Q4	$157K	Buy	3,168 +16	+0.5%	+$807	0.06%	147
2021 Q3	$158K	Hold	3,152	–	–	0.08%	126
2021 Q2	$171K	Sell	3,152 -102	-3%	-$5.43K	0.14%	80
2021 Q1	$169K	Sell	3,254 -701	-18%	-$37.3K	0.15%	59
2020 Q4	$198K	Buy	3,955 +92	+2%	+$4.32K	0.13%	59
2020 Q3	$167K	Sell	3,863 -1,021	-21%	-$44.4K	0.13%	53
2020 Q2	$193K	Buy	4,884 +810	+20%	+$30K	0.16%	48
2020 Q1	$137K	Sell	4,074 -594	-13%	-$24.2K	0.21%	33
2019 Q4	$208K	Hold	4,668	–	–	0.25%	27
2019 Q3	$188K	Buy	+4,668	New	+$193K	0.26%	35

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

Selective Wealth Management's VWO Position: Q3 2023 in Review

Selective Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 7,929 shares — an estimated $322K sold.

Selective Wealth Management first reported a position in VWO in Q3 2019 and held it in 15 quarters. The position peaked at $387K in Q2 2022. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Selective Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Selective Wealth Management sold 7,929 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $322K.
Selective Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2019 and held it in 15 quarters.
Selective Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $387K in Q2 2022.
1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.