Solitude Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Solitude Financial Services’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
2024 Q1	–	Sell	-124,723	Closed	-$5.13M	–	49
2023 Q4	$5.13M	Sell	124,723 -940	-0.7%	-$37.3K	2.81%	9
2023 Q3	$4.93M	Buy	125,663 +4,845	+4%	+$198K	2.78%	9
2023 Q2	$4.91M	Buy	120,818 +9,138	+8%	+$368K	2.79%	10
2023 Q1	$4.51M	Buy	111,680 +4,897	+5%	+$200K	2.89%	10
2022 Q4	$4.16M	Buy	106,783 +2,640	+3%	+$101K	2.85%	12
2022 Q3	$3.8M	Buy	104,143 +8,686	+9%	+$353K	2.78%	9
2022 Q2	$3.98M	Buy	95,457 +54,383	+132%	+$2.35M	2.79%	11
2022 Q1	$1.9M	Buy	41,074 +6,931	+20%	+$333K	1.18%	18
2021 Q4	$1.69M	Buy	34,143 +1,724	+5%	+$86.9K	1.12%	20
2021 Q3	$1.62M	Buy	32,419 +20,032	+162%	+$1.04M	1.12%	23
2021 Q2	$673K	Buy	12,387 +3,986	+47%	+$212K	0.49%	34
2021 Q1	$437K	Buy	+8,401	New	+$447K	0.35%	38

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Solitude Financial Services's VWO Position: Q1 2024 in Review

Solitude Financial Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 124,723 shares — an estimated $5.13M sold.

Solitude Financial Services first reported a position in VWO in Q1 2021 and held it in 12 quarters. The position peaked at $5.13M in Q4 2023. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

Solitude Financial Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Solitude Financial Services sold 124,723 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $5.13M.
Solitude Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and held it in 12 quarters.
Solitude Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $5.13M in Q4 2023.
2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Solitude Financial Services's 13F filing for Q1 2024, filed 22 Apr 2024.