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Taylor Hoffman Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Taylor Hoffman Wealth 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
2023
Q4 		– Sell
-5,561
Closed -$218K – 112
2023
Q3 		$218K Sell
5,561
-227
-4% -$9.27K 0.11% 106
2023
Q2 		$235K Sell
5,788
-146
-2% -$5.89K 0.12% 105
2023
Q1 		$240K Buy
5,934
+10
+0.2% +$407 0.13% 99
2022
Q4 		$231K Sell
5,924
-31
-0.5% -$1.18K 0.14% 98
2022
Q3 		$217K Buy
5,955
+33
+0.6% +$1.34K 0.11% 116
2022
Q2 		$245K Sell
5,922
-404
-6% -$17.4K 0.12% 116
2022
Q1 		$292K Sell
6,326
-704
-10% -$33.9K 0.12% 114
2021
Q4 		$348K Buy
7,030
+14
+0.2% +$706 0.13% 110
2021
Q3 		$351K Buy
7,016
+1
+0% +$52 0.15% 106
2021
Q2 		$381K Sell
7,015
-476
-6% -$25.4K 0.16% 100
2021
Q1 		$390K Hold
7,491
– – 0.18% 98
2020
Q4 		$375K Sell
7,491
-5
-0.1% -$235 0.19% 102
2020
Q3 		$324K Sell
7,496
-395
-5% -$17.2K 0.19% 100
2020
Q2 		$313K Sell
7,891
-141
-2% -$5.22K 0.2% 97
2020
Q1 		$269K Sell
8,032
-94
-1% -$3.83K 0.26% 91
2019
Q4 		$361K Sell
8,126
-17
-0.2% -$720 0.23% 92
2019
Q3 		$328K Buy
8,143
+1
+0% +$41 0.23% 91
2019
Q2 		$346K Buy
8,142
+7
+0.1% +$295 0.28% 85
2019
Q1 		$346K Sell
8,135
-6
-0.1% -$247 0.26% 88
2018
Q4 		$310K Sell
8,141
-119
-1% -$4.61K 0.28% 77
2018
Q3 		$339K Buy
8,260
+863
+12% +$36.3K 0.27% 82
2018
Q2 		$312K Buy
7,397
+30
+0.4% +$1.35K 0.27% 82
2018
Q1 		$346K Sell
7,367
-312
-4% -$15K 0.32% 77
2017
Q4 		$353K Buy
+7,679
New +$343K 0.34% 79

Other funds holding VWO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Taylor Hoffman Wealth Management's VWO Position: Q4 2023 in Review

Taylor Hoffman Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 5,561 shares — an estimated $218K sold.

Taylor Hoffman Wealth Management first reported a position in VWO in Q4 2017 and held it in 24 quarters. The position peaked at $390K in Q1 2021. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

  • Taylor Hoffman Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 5,561 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $218K.
  • Taylor Hoffman Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 24 quarters.
  • Taylor Hoffman Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $390K in Q1 2021.
  • 2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Taylor Hoffman Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.