Spotlight Asset Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Spotlight Asset Group’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	$162K	Hold	3,696	–	–	0.11%	82
2024 Q1	$154K	Hold	3,696	–	–	0.11%	83
2023 Q4	$145K	Hold	3,696	–	–	0.13%	76
2023 Q3	$145K	Hold	3,696	–	–	0.13%	76
2023 Q2	$150K	Buy	+3,696	New	+$149K	0.13%	74
2021 Q3	$214K	Buy	4,277 +99	+2%	+$5.12K	0.11%	108
2021 Q2	$227K	Hold	4,178	–	–	0.09%	117
2021 Q1	$217K	Sell	4,178 -548	-12%	-$29.2K	0.08%	119
2020 Q4	$237K	Hold	4,726	–	–	0.09%	117
2020 Q3	$204K	Sell	4,726 -426	-8%	-$18.5K	0.08%	130
2020 Q2	$204K	Sell	5,152 -1,157	-18%	-$42.8K	0.09%	127
2020 Q1	$212K	Buy	+6,309	New	+$257K	0.11%	102

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

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

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

Spotlight Asset Group's VWO Position: Q2 2024 in Review

Spotlight Asset Group held its Vanguard FTSE Emerging Markets ETF (VWO) position steady in Q2 2024 at 3,696 shares worth $162K. The position accounts for 0.11% of the portfolio, ranked #82.

Spotlight Asset Group first reported a position in VWO in Q1 2020 and has held it in 12 quarters since. The position peaked at $237K in Q4 2020. 2,052 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

Spotlight Asset Group held 3,696 shares of Vanguard FTSE Emerging Markets ETF worth $162K as of Q2 2024.
Spotlight Asset Group left its Vanguard FTSE Emerging Markets ETF share count unchanged in Q2 2024.
Vanguard FTSE Emerging Markets ETF made up 0.11% of Spotlight Asset Group's portfolio in Q2 2024, its #82 holding.
Spotlight Asset Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and has held it in 12 quarters since.
Spotlight Asset Group's Vanguard FTSE Emerging Markets ETF position peaked at $237K in Q4 2020.
2,052 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.