Surevest’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Surevest’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	$6.15M	Buy	168,635 +10,789	+7%	+$438K	1.67%	7
2022 Q2	$6.57M	Buy	157,846 +7,633	+5%	+$330K	1.72%	7
2022 Q1	$6.93M	Buy	150,213 +130,389	+658%	+$6.27M	1.67%	9
2021 Q4	$980K	Buy	19,824 +10,568	+114%	+$533K	0.23%	78
2021 Q3	$463K	Buy	9,256 +1,339	+17%	+$69.2K	0.12%	86
2021 Q2	$430K	Buy	+7,917	New	+$422K	0.11%	84
2020 Q1	–	Sell	-7,420	Closed	-$330K	–	146
2019 Q4	$330K	Sell	7,420 -2,340	-24%	-$99.1K	0.14%	117
2019 Q3	$393K	Buy	9,760 +2,223	+29%	+$91.8K	0.19%	107
2019 Q2	$321K	Sell	7,537 -6,750	-47%	-$284K	0.17%	109
2019 Q1	$607K	Sell	14,287 -7,736	-35%	-$319K	0.37%	86
2018 Q4	$839K	Buy	+22,023	New	+$853K	0.66%	40

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

Surevest's VWO Position: Q3 2022 in Review

Surevest increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.8% in Q3 2022, buying an estimated $438K and bringing the position to 168,635 shares worth $6.15M. The position accounts for 1.67% of the portfolio, ranked #7.

Surevest first reported a position in VWO in Q4 2018 and has held it in 11 quarters since. The position peaked at $6.93M in Q1 2022. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Surevest held 168,635 shares of Vanguard FTSE Emerging Markets ETF worth $6.15M as of Q3 2022.
Surevest bought 10,789 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $438K.
Vanguard FTSE Emerging Markets ETF made up 1.67% of Surevest's portfolio in Q3 2022, its #7 holding.
Surevest first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 11 quarters since.
Surevest's Vanguard FTSE Emerging Markets ETF position peaked at $6.93M in Q1 2022.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.