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

Sutton 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
2023 Q3	$107K	Sell	2,723 -1,728	-39%	-$70.5K	0.05%	164
2023 Q2	$181K	Hold	4,451	–	–	0.09%	119
2023 Q1	$180K	Buy	4,451 +1,269	+40%	+$51.7K	0.1%	112
2022 Q4	$124K	Sell	3,182 -90	-3%	-$3.43K	0.05%	222
2022 Q3	$119K	Hold	3,272	–	–	0.05%	225
2022 Q2	$136K	Sell	3,272 -139	-4%	-$6K	0.05%	203
2022 Q1	$157K	Sell	3,411 -258	-7%	-$12.4K	0.05%	199
2021 Q4	$181K	Buy	3,669 +72	+2%	+$3.63K	0.06%	191
2021 Q3	$180K	Sell	3,597 -462	-11%	-$23.9K	0.07%	184
2021 Q2	$220K	Sell	4,059 -17	-0.4%	-$905	0.08%	170
2021 Q1	$212K	Hold	4,076	–	–	0.08%	166
2020 Q4	$204K	Sell	4,076 -34	-0.8%	-$1.6K	0.09%	155
2020 Q3	$178K	Sell	4,110 -116	-3%	-$5.04K	0.09%	153
2020 Q2	$167K	Sell	4,226 -3,490	-45%	-$129K	0.09%	154
2020 Q1	$259K	Sell	7,716 -1,055	-12%	-$43K	0.16%	103
2019 Q4	$390K	Hold	8,771	–	–	0.2%	87
2019 Q3	$353K	Sell	8,771 -202	-2%	-$8.34K	0.2%	88
2019 Q2	$382K	Sell	8,973 -164	-2%	-$6.9K	0.22%	83
2019 Q1	$388K	Buy	9,137 +543	+6%	+$22.4K	0.23%	81
2018 Q4	$327K	Buy	8,594 +8,519	+11,359%	+$330K	0.21%	84
2018 Q3	$3.08K	Hold	75	–	–	﹤0.01%	961
2018 Q2	$3.17K	Hold	75	–	–	﹤0.01%	971
2018 Q1	$3.52K	Hold	75	–	–	﹤0.01%	957
2017 Q4	$3.44K	Hold	75	–	–	﹤0.01%	925
2017 Q3	$3.27K	Hold	75	–	–	﹤0.01%	912
2017 Q2	$3.06K	Hold	75	–	–	﹤0.01%	923
2017 Q1	$2.98K	Hold	75	–	–	﹤0.01%	902
2016 Q4	$2.68K	Hold	75	–	–	﹤0.01%	910
2016 Q3	$2.82K	Sell	75 -20	-21%	-$745	﹤0.01%	897
2016 Q2	$3.35K	Hold	95	–	–	﹤0.01%	848
2016 Q1	$3.29K	Buy	+95	New	+$2.98K	﹤0.01%	835

Other funds holding VWO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Sutton Wealth Advisors's VWO Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 39% in Q3 2023, selling an estimated $70.5K and leaving 2,723 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #164.

Sutton Wealth Advisors first reported a position in VWO in Q1 2016 and has held it in 31 quarters since. The position peaked at $390K in Q4 2019. 1,913 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Sutton Wealth Advisors held 2,723 shares of Vanguard FTSE Emerging Markets ETF worth $107K as of Q3 2023.
Sutton Wealth Advisors sold 1,728 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $70.5K.
Vanguard FTSE Emerging Markets ETF made up 0.05% of Sutton Wealth Advisors's portfolio in Q3 2023, its #164 holding.
Sutton Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $390K in Q4 2019.
1,913 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.