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

Stapp 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
Q3 		– Sell
-6,930
Closed -$282K – 25
2023
Q2 		$282K Sell
6,930
-116
-2% -$4.68K 0.56% 21
2023
Q1 		$284K Buy
+7,046
New +$287K 0.39% 21
2022
Q4 		– Sell
-1,155
Closed -$42K – 110
2022
Q3 		$42K Buy
+1,155
New +$46.9K 0.12% 35

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Stapp Wealth Management's VWO Position: Q3 2023 in Review

Stapp Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 6,930 shares — an estimated $282K sold.

Stapp Wealth Management first reported a position in VWO in Q3 2022 and held it in 3 quarters. The position peaked at $284K in Q1 2023. 1,913 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • Stapp Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Stapp Wealth Management sold 6,930 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $282K.
  • Stapp Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2022 and held it in 3 quarters.
  • Stapp Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $284K in Q1 2023.
  • 1,913 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Stapp Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.