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

TrinityPoint Wealth’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	-7,403	Closed	-$308K	–	297
2022 Q2	$308K	Hold	7,403	–	–	0.07%	211
2022 Q1	$342K	Sell	7,403 -136	-2%	-$6.54K	0.06%	227
2021 Q4	$373K	Buy	7,539 +207	+3%	+$10.4K	0.07%	217
2021 Q3	$367K	Buy	7,332 +162	+2%	+$8.37K	0.07%	216
2021 Q2	$389K	Buy	7,170 +362	+5%	+$19.3K	0.08%	195
2021 Q1	$354K	Hold	6,808	–	–	0.08%	185
2020 Q4	$367K	Hold	6,808	–	–	0.09%	177
2020 Q3	$294K	Hold	6,808	–	–	0.08%	180
2020 Q2	$270K	Hold	6,808	–	–	0.09%	175
2020 Q1	$228K	Buy	6,808 +495	+8%	+$20.2K	0.09%	173
2019 Q4	$281K	Sell	6,313 -834	-12%	-$35.3K	0.09%	177
2019 Q3	$306K	Hold	7,147	–	–	0.11%	165
2019 Q2	$306K	Sell	7,147 -49,887	-87%	-$2.1M	0.15%	125
2019 Q1	$2.42M	Sell	57,034 -1,211	-2%	-$49.9K	1.19%	19
2018 Q4	$2.22M	Buy	+58,245	New	+$2.26M	1.36%	15

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

TrinityPoint Wealth's VWO Position: Q3 2022 in Review

TrinityPoint Wealth sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 7,403 shares — an estimated $308K sold.

TrinityPoint Wealth first reported a position in VWO in Q4 2018 and held it in 15 quarters. The position peaked at $2.42M in Q1 2019. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

TrinityPoint Wealth reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
TrinityPoint Wealth sold 7,403 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $308K.
TrinityPoint Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 15 quarters.
TrinityPoint Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $2.42M in Q1 2019.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on TrinityPoint Wealth's 13F filing for Q3 2022, filed 9 Nov 2022.