SSWM
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Sheets Smith Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sheets Smith 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
Q4 		– Sell
-967
Closed -$37.9K – 503
2023
Q3 		$37.9K Buy
+967
New +$39.5K 0.01% 397
2022
Q2 		– Sell
-10,056
Closed -$464K – 351
2022
Q1 		$464K Buy
10,056
+6
+0.1% +$289 0.06% 226
2021
Q4 		$497K Sell
10,050
-51
-0.5% -$2.57K 0.06% 232
2021
Q3 		$505K Sell
10,101
-16,069
-61% -$830K 0.07% 219
2021
Q2 		$1.42M Sell
26,170
-2,146
-8% -$114K 0.19% 117
2021
Q1 		$1.47M Sell
28,316
-1,049
-4% -$55.8K 0.22% 114
2020
Q4 		$1.47M Sell
29,365
-4,910
-14% -$231K 0.22% 111
2020
Q3 		$1.48M Buy
+34,275
New +$1.49M 0.26% 93

Other funds holding VWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
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
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return