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Soundmark Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Soundmark 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
2024
Q2 		– Sell
-91,389
Closed -$3.82M – 64
2024
Q1 		$3.82M Buy
91,389
+15,050
+20% +$614K 1.69% 20
2023
Q4 		$3.14M Buy
76,339
+6,920
+10% +$274K 1.55% 21
2023
Q3 		$2.72M Buy
69,419
+14,539
+26% +$594K 1.51% 22
2023
Q2 		$2.23M Buy
54,880
+4,643
+9% +$187K 1.25% 25
2023
Q1 		$2.03M Buy
50,237
+14,796
+42% +$603K 1.21% 24
2022
Q4 		$1.38M Buy
35,441
+18,671
+111% +$712K 0.89% 29
2022
Q3 		$612K Buy
16,770
+7,872
+88% +$320K 0.43% 37
2022
Q2 		$371K Buy
8,898
+2,293
+35% +$99K 0.26% 46
2022
Q1 		$304K Hold
6,605
– – 0.21% 46
2021
Q4 		$327K Sell
6,605
-18,134
-73% -$914K 0.22% 47
2021
Q3 		$1.24M Sell
24,739
-1,994
-7% -$103K 0.45% 30
2021
Q2 		$1.46M Buy
26,733
+3,673
+16% +$196K 0.6% 22
2021
Q1 		$1.2M Buy
23,060
+16,587
+256% +$883K 0.66% 26
2020
Q4 		$324K Buy
+6,473
New +$304K 0.21% 45

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Soundmark Wealth Management's VWO Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2024, closing a stake of 91,389 shares — an estimated $3.82M sold.

Soundmark Wealth Management first reported a position in VWO in Q4 2020 and held it in 14 quarters. The position peaked at $3.82M in Q1 2024. 2,055 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

  • Soundmark Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
  • Soundmark Wealth Management sold 91,389 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $3.82M.
  • Soundmark Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 14 quarters.
  • Soundmark Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $3.82M in Q1 2024.
  • 2,055 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.