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Steward Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Steward Financial 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
2023
Q3 		– Sell
-575
Closed -$23K – 1582
2023
Q2 		$23K Buy
+575
New +$23.2K 0.01% 227
2022
Q3 		– Sell
-575
Closed -$23K – 1299
2022
Q2 		$23K Buy
575
+73
+15% +$3.15K 0.02% 162
2022
Q1 		$23K Buy
502
+250
+99% +$12K 0.02% 147
2021
Q4 		$12K Buy
+252
New +$12.7K 0.01% 147

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

Steward Financial Group's VWO Position: Q3 2023 in Review

Steward Financial Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 575 shares — an estimated $23K sold.

Steward Financial Group first reported a position in VWO in Q4 2021 and held it in 4 quarters. The position peaked at $23K in Q2 2023. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • Steward Financial Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
  • Steward Financial Group sold 575 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $23K.
  • Steward Financial Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 4 quarters.
  • Steward Financial Group's Vanguard FTSE Emerging Markets ETF position peaked at $23K in Q2 2023.
  • 1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.