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VWO icon

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

TRUADVICE’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
Q3 		$588K Sell
14,935
-512
-3% -$20.9K 0.23% 108
2023
Q2 		$640K Buy
15,447
+808
+6% +$32.6K 0.24% 105
2023
Q1 		$589K Buy
14,639
+2,528
+21% +$103K 0.23% 101
2022
Q4 		$508K Sell
12,111
-226
-2% -$8.62K 0.27% 74
2022
Q3 		$445K Buy
12,337
+543
+5% +$22K 0.25% 81
2022
Q2 		$488K Buy
11,794
+436
+4% +$18.8K 0.26% 78
2022
Q1 		$492K Buy
11,358
+125
+1% +$6.01K 0.27% 71
2021
Q4 		$561K Buy
11,233
+884
+9% +$44.6K 0.53% 47
2021
Q3 		$532K Sell
10,349
-125,202
-92% -$6.47M 0.49% 59
2021
Q2 		$6.76M Buy
135,551
+23,640
+21% +$1.26M 1.48% 11
2021
Q1 		$6.02M Buy
111,911
+11,680
+12% +$622K 1.78% 8
2020
Q4 		$5.27M Buy
100,231
+14,916
+17% +$701K 1.61% 12
2020
Q3 		$3.77M Buy
+85,315
New +$3.71M 1.54% 15

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

TRUADVICE's VWO Position: Q3 2023 in Review

TRUADVICE reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.3% in Q3 2023, selling an estimated $20.9K and leaving 14,935 shares worth $588K. The position accounts for 0.23% of the portfolio, ranked #108.

TRUADVICE first reported a position in VWO in Q3 2020 and has held it in 13 quarters since. The position peaked at $6.76M in Q2 2021. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

  • TRUADVICE held 14,935 shares of Vanguard FTSE Emerging Markets ETF worth $588K as of Q3 2023.
  • TRUADVICE sold 512 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $20.9K.
  • Vanguard FTSE Emerging Markets ETF made up 0.23% of TRUADVICE's portfolio in Q3 2023, its #108 holding.
  • TRUADVICE first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2020 and has held it in 13 quarters since.
  • TRUADVICE's Vanguard FTSE Emerging Markets ETF position peaked at $6.76M in Q2 2021.
  • 1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.