Traverso Chambers Private Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Traverso Chambers Private 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	$1.22M	Buy	29,575 +4,051	+16%	+$161K	0.3%	46
2023 Q3	$1M	Buy	25,524 +943	+4%	+$38.5K	0.27%	50
2023 Q2	$1,000K	Buy	24,581 +939	+4%	+$37.9K	0.26%	50
2023 Q1	$955K	Buy	23,642 +581	+3%	+$23.7K	0.26%	48
2022 Q4	$899K	Buy	23,061 +501	+2%	+$19.1K	0.26%	53
2022 Q3	$823K	Buy	22,560 +1,061	+5%	+$43.1K	0.25%	51
2022 Q2	$895K	Sell	21,499 -1,367	-6%	-$59K	0.3%	47
2022 Q1	$1.05M	Buy	22,866 +220	+1%	+$10.6K	0.31%	44
2021 Q4	$1.12M	Buy	22,646 +350	+2%	+$17.6K	0.33%	41
2021 Q3	$1.11M	Sell	22,296 -451	-2%	-$23.3K	0.35%	38
2021 Q2	$1.24M	Buy	22,747 +696	+3%	+$37.1K	0.39%	34
2021 Q1	$1.15M	Sell	22,051 -905	-4%	-$48.2K	0.39%	36
2020 Q4	$1.15M	Sell	22,956 -1,548	-6%	-$72.7K	0.41%	34
2020 Q3	$1.06M	Sell	24,504 -1,901	-7%	-$82.6K	0.41%	32
2020 Q2	$1.05M	Buy	26,405 +426	+2%	+$15.8K	0.44%	30
2020 Q1	$872K	Buy	25,979 +1,619	+7%	+$66K	0.41%	31
2019 Q4	$1.08M	Sell	24,360 -300	-1%	-$12.7K	0.46%	35
2019 Q3	$993K	Sell	24,660 -1,119	-4%	-$46.2K	0.47%	33
2019 Q2	$1.11M	Sell	25,779 -249	-1%	-$10.5K	0.54%	31
2019 Q1	$1.11M	Buy	26,028 +775	+3%	+$31.9K	0.54%	30
2018 Q4	$962K	Buy	+25,253	New	+$978K	0.52%	31

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

Traverso Chambers Private Wealth Management's VWO Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 16% in Q4 2023, buying an estimated $161K and bringing the position to 29,575 shares worth $1.22M. The position accounts for 0.3% of the portfolio, ranked #46.

Traverso Chambers Private Wealth Management first reported a position in VWO in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.24M in Q2 2021. 2,049 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

Traverso Chambers Private Wealth Management held 29,575 shares of Vanguard FTSE Emerging Markets ETF worth $1.22M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 4,051 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $161K.
Vanguard FTSE Emerging Markets ETF made up 0.3% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #46 holding.
Traverso Chambers Private Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.24M in Q2 2021.
2,049 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.