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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Sheets Smith Wealth Management's VWO Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 967 shares — an estimated $37.9K sold.

Sheets Smith Wealth Management first reported a position in VWO in Q3 2020 and held it in 8 quarters. The position peaked at $1.48M in Q3 2020. 2,053 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

Sheets Smith Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 967 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $37.9K.
Sheets Smith Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and held it in 8 quarters.
Sheets Smith Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.48M in Q3 2020.
2,053 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.