SFC
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Swisher Financial Concepts’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Swisher Financial Concepts’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
2026
Q1 		$290K Sell
5,360
-155
-3% -$8.68K 0.16% 74
2025
Q4 		$296K Sell
5,515
-397
-7% -$21.6K 0.17% 74
2025
Q3 		$320K Sell
5,912
-452
-7% -$23.3K 0.19% 65
2025
Q2 		$315K Sell
6,364
-350
-5% -$16.2K 0.2% 67
2025
Q1 		$304K Buy
6,714
+803
+14% +$36.1K 0.25% 53
2024
Q4 		$260K Sell
5,911
-16,430
-74% -$764K 0.31% 50
2024
Q3 		$1.02M Buy
22,341
+9,173
+70% +$408K 0.64% 29
2024
Q2 		$580K Sell
13,168
-1,271
-9% -$54.7K 0.59% 28
2024
Q1 		$612K Sell
14,439
-40,258
-74% -$1.64M 0.53% 32
2023
Q4 		$2.17M Buy
+54,697
New +$2.17M 2.08% 16

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $501B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return