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

TCWP’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	-8,307	Closed	-$326K	–	104
2023 Q3	$326K	Buy	8,307 +1,245	+18%	+$50.8K	0.25%	76
2023 Q2	$287K	Sell	7,062 -91	-1%	-$3.67K	0.06%	142
2023 Q1	$289K	Sell	7,153 -60	-0.8%	-$2.44K	0.05%	199
2022 Q4	$281K	Sell	7,213 -64	-0.9%	-$2.44K	0.06%	220
2022 Q3	$265K	Sell	7,277 -1,002	-12%	-$40.7K	0.06%	217
2022 Q2	$344K	Sell	8,279 -770	-9%	-$33.2K	0.07%	180
2022 Q1	$417K	Sell	9,049 -648	-7%	-$31.2K	0.08%	178
2021 Q4	$479K	Buy	+9,697	New	+$489K	0.1%	152

Other funds holding VWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

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

TCWP's VWO Position: Q4 2023 in Review

TCWP sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 8,307 shares — an estimated $326K sold.

TCWP first reported a position in VWO in Q4 2021 and held it in 8 quarters. The position peaked at $479K in Q4 2021. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

TCWP reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
TCWP sold 8,307 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $326K.
TCWP first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 8 quarters.
TCWP's Vanguard FTSE Emerging Markets ETF position peaked at $479K in Q4 2021.
2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on TCWP's 13F filing for Q4 2023, filed 14 Feb 2024.