Strategic Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Strategic Asset 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
2022 Q3	$69K	Sell	1,889 -199	-10%	-$8.08K	0.12%	121
2022 Q2	$87K	Buy	2,088 +32	+2%	+$1.38K	0.14%	105
2022 Q1	$95K	Sell	2,056 -122	-6%	-$5.87K	0.13%	108
2021 Q4	$108K	Sell	2,178 -1,234	-36%	-$62.2K	0.15%	92
2021 Q3	$173K	Buy	+3,412	New	+$176K	0.24%	69

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Strategic Asset Management's VWO Position: Q3 2022 in Review

Strategic Asset Management reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 9.5% in Q3 2022, selling an estimated $8.08K and leaving 1,889 shares worth $69K. The position accounts for 0.12% of the portfolio, ranked #121.

Strategic Asset Management first reported a position in VWO in Q3 2021 and has held it in 5 quarters since. The position peaked at $173K in Q3 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Strategic Asset Management held 1,889 shares of Vanguard FTSE Emerging Markets ETF worth $69K as of Q3 2022.
Strategic Asset Management sold 199 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $8.08K.
Vanguard FTSE Emerging Markets ETF made up 0.12% of Strategic Asset Management's portfolio in Q3 2022, its #121 holding.
Strategic Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $173K in Q3 2021.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.