Shore Point Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Shore Point Advisors’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
2022 Q3	–	Sell	-6,460	Closed	-$269K	–	38
2022 Q2	$269K	Sell	6,460 -2,938	-31%	-$127K	0.25%	32
2022 Q1	$434K	Sell	9,398 -121	-1%	-$5.82K	0.38%	24
2021 Q4	$471K	Buy	+9,519	New	+$480K	0.39%	24

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Shore Point Advisors's VWO Position: Q3 2022 in Review

Shore Point Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 6,460 shares — an estimated $269K sold.

Shore Point Advisors first reported a position in VWO in Q4 2021 and held it in 3 quarters. The position peaked at $471K in Q4 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Shore Point Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Shore Point Advisors sold 6,460 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $269K.
Shore Point Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 3 quarters.
Shore Point Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $471K in Q4 2021.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Shore Point Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.