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

TPB 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 Q1	$1.2M	Sell	29,587 -94,078	-76%	-$3.83M	0.65%	23
2022 Q4	$4.88M	Buy	+123,665	New	+$4.72M	2.5%	15
2022 Q3	–	Sell	-6,901	Closed	-$287K	–	51
2022 Q2	$287K	Buy	+6,901	New	+$298K	0.13%	44

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

TPB Wealth Advisors's VWO Position: Q1 2023 in Review

TPB Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 76% in Q1 2023, selling an estimated $3.83M and leaving 29,587 shares worth $1.2M. The position accounts for 0.65% of the portfolio, ranked #23.

TPB Wealth Advisors first reported a position in VWO in Q2 2022 and has held it in 3 quarters since. The position peaked at $4.88M in Q4 2022. 1,915 funds tracked by Wall St. Rank hold VWO as of Q1 2023.

TPB Wealth Advisors held 29,587 shares of Vanguard FTSE Emerging Markets ETF worth $1.2M as of Q1 2023.
TPB Wealth Advisors sold 94,078 Vanguard FTSE Emerging Markets ETF shares in Q1 2023, an estimated $3.83M.
Vanguard FTSE Emerging Markets ETF made up 0.65% of TPB Wealth Advisors's portfolio in Q1 2023, its #23 holding.
TPB Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2022 and has held it in 3 quarters since.
TPB Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $4.88M in Q4 2022.
1,915 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.