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Triad Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Triad Financial 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
2022
Q3 		– Sell
-6,464
Closed -$269K – 109
2022
Q2 		$269K Sell
6,464
-402
-6% -$17.4K 0.15% 81
2022
Q1 		$317K Sell
6,866
-442
-6% -$21.3K 0.17% 75
2021
Q4 		$361K Buy
+7,308
New +$369K 0.21% 70

Other funds holding VWO

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Triad Financial Advisors's VWO Position: Q3 2022 in Review

Triad Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 6,464 shares — an estimated $269K sold.

Triad Financial Advisors first reported a position in VWO in Q4 2021 and held it in 3 quarters. The position peaked at $361K in Q4 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

  • Triad Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
  • Triad Financial Advisors sold 6,464 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $269K.
  • Triad Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 3 quarters.
  • Triad Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $361K in Q4 2021.
  • 1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Triad Financial Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.