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

Southern 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
2023 Q1	$2.38M	Buy	58,906 +7,617	+15%	+$310K	0.92%	31
2022 Q4	$2M	Sell	51,289 -17,360	-25%	-$662K	0.8%	32
2022 Q3	$2.43M	Sell	68,649 -6,739	-9%	-$274K	0.98%	29
2022 Q2	$3.14M	Sell	75,388 -44,243	-37%	-$1.91M	1.2%	24
2022 Q1	$5.52M	Buy	119,631 +45,003	+60%	+$2.16M	1.8%	17
2021 Q4	$3.69M	Buy	74,628 +12,604	+20%	+$636K	1.46%	19
2021 Q3	$3.1M	Buy	62,024 +1,216	+2%	+$62.8K	0.91%	27
2021 Q2	$3.12M	Buy	60,808 +17,274	+40%	+$920K	0.9%	27
2021 Q1	$2.27M	Buy	43,534 +15,061	+53%	+$802K	0.75%	30
2020 Q4	$1.43M	Buy	28,473 +393	+1%	+$18.5K	0.54%	33
2020 Q3	$1.21M	Buy	28,080 +5,657	+25%	+$246K	0.45%	35
2020 Q2	$888K	Buy	22,423 +15,145	+208%	+$561K	0.17%	36
2020 Q1	$244K	Sell	7,278 -569	-7%	-$23.2K	0.05%	53
2019 Q4	$349K	Buy	+7,847	New	+$332K	0.07%	49

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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 $374B AUM 17.66% 1-Year Est. Return

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

Southern Wealth Management's VWO Position: Q1 2023 in Review

Southern Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 15% in Q1 2023, buying an estimated $310K and bringing the position to 58,906 shares worth $2.38M. The position accounts for 0.92% of the portfolio, ranked #31.

Southern Wealth Management first reported a position in VWO in Q4 2019 and has held it in 14 quarters since. The position peaked at $5.52M in Q1 2022. 1,914 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

Southern Wealth Management held 58,906 shares of Vanguard FTSE Emerging Markets ETF worth $2.38M as of Q1 2023.
Southern Wealth Management bought 7,617 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $310K.
Vanguard FTSE Emerging Markets ETF made up 0.92% of Southern Wealth Management's portfolio in Q1 2023, its #31 holding.
Southern Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 14 quarters since.
Southern Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $5.52M in Q1 2022.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on Southern Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.