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Strata Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Strata Wealth 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
2024
Q1 		– Sell
-6,070
Closed -$249K – 83
2023
Q4 		$249K Sell
6,070
-988
-14% -$39.2K 0.1% 61
2023
Q3 		$277K Buy
+7,058
New +$288K 0.13% 43
2023
Q1 		$202K Buy
+5,003
New +$204K 0.1% 52

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Strata Wealth Advisors's VWO Position: Q1 2024 in Review

Strata Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 6,070 shares — an estimated $249K sold.

Strata Wealth Advisors first reported a position in VWO in Q1 2023 and held it in 3 quarters. The position peaked at $277K in Q3 2023. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

  • Strata Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
  • Strata Wealth Advisors sold 6,070 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $249K.
  • Strata Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and held it in 3 quarters.
  • Strata Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $277K in Q3 2023.
  • 2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Strata Wealth Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.