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

Strategies 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 Q2	–	Sell	-74,568	Closed	-$3.11M	–	101
2024 Q1	$3.11M	Sell	74,568 -4,029	-5%	-$164K	0.48%	26
2023 Q4	$3.23M	Sell	78,597 -38,612	-33%	-$1.53M	0.55%	26
2023 Q3	$4.6M	Sell	117,209 -4,465	-4%	-$182K	0.9%	22
2023 Q2	$4.95M	Buy	121,674 +1,341	+1%	+$54.1K	1.01%	18
2023 Q1	$4.86M	Buy	120,333 +208	+0.2%	+$8.48K	1.07%	18
2022 Q4	$4.68M	Buy	+120,125	New	+$4.58M	1.15%	18
2022 Q2	$4.7M	Buy	112,751 +4,889	+5%	+$211K	1.35%	15
2022 Q1	$4.98M	Sell	107,862 -3	-0%	-$144	1.33%	14
2021 Q4	$5.34M	Buy	+107,865	New	+$5.44M	1.5%	15

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 $374B AUM 17.66% 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

Strategies Wealth Advisors's VWO Position: Q2 2024 in Review

Strategies Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2024, closing a stake of 74,568 shares — an estimated $3.11M sold.

Strategies Wealth Advisors first reported a position in VWO in Q4 2021 and held it in 9 quarters. The position peaked at $5.34M in Q4 2021. 2,052 funds tracked by Wall St. Rank hold VWO as of Q2 2024.

Strategies Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2024 after selling out during the quarter.
Strategies Wealth Advisors sold 74,568 Vanguard FTSE Emerging Markets ETF shares in Q2 2024, an estimated $3.11M.
Strategies Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 9 quarters.
Strategies Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $5.34M in Q4 2021.
2,052 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2024.

Based on Strategies Wealth Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.