Source Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Source Financial 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 Q1	–	Sell	-4,972	Closed	-$246K	–	119
2021 Q4	$246K	Buy	4,972 +23	+0.5%	+$1.16K	0.07%	100
2021 Q3	$248K	Sell	4,949 -1,106	-18%	-$57.1K	0.06%	97
2021 Q2	$329K	Sell	6,055 -177	-3%	-$9.43K	0.08%	85
2021 Q1	$324K	Buy	6,232 +898	+17%	+$47.8K	0.09%	89
2020 Q4	$267K	Buy	+5,334	New	+$251K	0.07%	93

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Source Financial Advisors's VWO Position: Q1 2022 in Review

Source Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2022, closing a stake of 4,972 shares — an estimated $246K sold.

Source Financial Advisors first reported a position in VWO in Q4 2020 and held it in 5 quarters. The position peaked at $329K in Q2 2021. 1,894 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

Source Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Source Financial Advisors sold 4,972 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $246K.
Source Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 5 quarters.
Source Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $329K in Q2 2021.
1,894 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Source Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.