Simplicity Solutions’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Simplicity Solutions’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	$1.42M	Buy	34,493 +4,823	+16%	+$191K	0.04%	365
2023 Q3	$1.16M	Sell	29,670 -22,420	-43%	-$915K	0.04%	385
2023 Q2	$2.12M	Sell	52,090 -40,676	-44%	-$1.64M	0.06%	296
2023 Q1	$3.75M	Buy	92,766 +63,333	+215%	+$2.58M	0.1%	195
2022 Q4	$1.15M	Sell	29,433 -84,565	-74%	-$3.22M	0.16%	161
2022 Q3	$4.16M	Buy	113,998 +55,423	+95%	+$2.25M	0.6%	23
2022 Q2	$2.44M	Sell	58,575 -54,486	-48%	-$2.35M	0.32%	76
2022 Q1	$5.22M	Buy	113,061 +47,827	+73%	+$2.3M	0.64%	28
2021 Q4	$3.23M	Sell	65,234 -33,017	-34%	-$1.66M	0.36%	67
2021 Q3	$4.91M	Buy	98,251 +48,938	+99%	+$2.53M	0.76%	23
2021 Q2	$2.68M	Sell	49,313 -54,002	-52%	-$2.88M	0.53%	34
2021 Q1	$5.38M	Sell	103,315 -1,953,278	-95%	-$104M	1.18%	15
2020 Q4	$103M	Buy	2,056,593 +924,777	+82%	+$43.4M	1.53%	12
2020 Q3	$48.9M	Buy	1,131,816 +16	+0%	+$696	0.9%	18
2020 Q2	$44.8M	Buy	1,131,800 +584,422	+107%	+$21.6M	0.89%	20
2020 Q1	$18.4M	Sell	547,378 -3,622	-0.7%	-$148K	0.57%	35
2019 Q4	$24.5M	Buy	551,000 +160,634	+41%	+$6.81M	0.75%	29
2019 Q3	$15.7M	Sell	390,366 -62	-0%	-$2.56K	0.64%	31
2019 Q2	$16.6M	Buy	390,428 +210,350	+117%	+$8.85M	0.71%	29
2019 Q1	$7.65M	Buy	180,078 +109,212	+154%	+$4.5M	0.46%	48
2018 Q4	$2.7M	Sell	70,866 -89,703	-56%	-$3.47M	0.35%	74
2018 Q3	$6.58M	Sell	160,569 -5,108	-3%	-$215K	0.38%	42
2018 Q2	$6.99M	Sell	165,677 -3,297	-2%	-$149K	0.5%	32
2018 Q1	$7.94M	Buy	168,974 +14,013	+9%	+$672K	0.69%	27
2017 Q4	$7.11M	Buy	154,961 +148,742	+2,392%	+$6.65M	0.69%	28
2017 Q3	$271K	Sell	6,219 -92,962	-94%	-$4.02M	0.18%	163
2017 Q2	$4.05M	Buy	99,181 +23,608	+31%	+$957K	0.48%	34
2017 Q1	$3M	Buy	75,573 +23,336	+45%	+$901K	0.46%	36
2016 Q4	$1.87M	Buy	52,237 +18,502	+55%	+$678K	0.43%	46
2016 Q3	$1.27M	Buy	33,735 +18,648	+124%	+$694K	0.62%	35
2016 Q2	$532K	Buy	15,087 +4,738	+46%	+$162K	0.29%	101
2016 Q1	$358K	Sell	10,349 -9,201	-47%	-$289K	0.22%	132
2015 Q4	$639K	Buy	+19,550	New	+$673K	0.08%	380
2015 Q3	–	Sell	-10,965	Closed	-$448K	–	161
2015 Q2	$448K	Sell	10,965 -2,883	-21%	-$124K	0.43%	52
2015 Q1	$566K	Sell	13,848 -2,511	-15%	-$102K	0.67%	34
2014 Q4	$655K	Buy	+16,359	New	+$673K	0.78%	32

Other funds holding VWO

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

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

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 $424B AUM 22.96% 1-Year Est. Return

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

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

Simplicity Solutions's VWO Position: Q4 2023 in Review

Simplicity Solutions increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 16% in Q4 2023, buying an estimated $191K and bringing the position to 34,493 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #365.

Simplicity Solutions first reported a position in VWO in Q4 2014 and has held it in 36 quarters since. The position peaked at $103M in Q4 2020. 2,050 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

Simplicity Solutions held 34,493 shares of Vanguard FTSE Emerging Markets ETF worth $1.42M as of Q4 2023.
Simplicity Solutions bought 4,823 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $191K.
Vanguard FTSE Emerging Markets ETF made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #365 holding.
Simplicity Solutions first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and has held it in 36 quarters since.
Simplicity Solutions's Vanguard FTSE Emerging Markets ETF position peaked at $103M in Q4 2020.
2,050 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.