TPWM
VWO icon

Twelve Points Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Twelve Points 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
2024
Q4 		– Sell
-5,504
Closed -$263K – 189
2024
Q3 		$263K Sell
5,504
-262
-5% -$11.7K 0.08% 159
2024
Q2 		$252K Buy
5,766
+283
+5% +$12.2K 0.09% 156
2024
Q1 		$229K Sell
5,483
-62
-1% -$2.53K 0.08% 156
2023
Q4 		$228K Buy
5,545
+128
+2% +$5.08K 0.11% 150
2023
Q3 		$212K Buy
5,417
+24
+0.4% +$980 0.11% 158
2023
Q2 		$219K Buy
5,393
+17
+0.3% +$685 0.12% 150
2023
Q1 		$217K Sell
5,376
-1,307
-20% -$53.3K 0.12% 150
2022
Q4 		$261K Sell
6,683
-353
-5% -$13.5K 0.18% 140
2022
Q3 		$257K Sell
7,036
-461
-6% -$18.7K 0.2% 141
2022
Q2 		$312K Buy
7,497
+2,245
+43% +$96.9K 0.24% 136
2022
Q1 		$242K Buy
+5,252
New +$253K 0.18% 158

Other funds holding VWO

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Twelve Points Wealth Management's VWO Position: Q4 2024 in Review

Twelve Points Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2024, closing a stake of 5,504 shares — an estimated $263K sold.

Twelve Points Wealth Management first reported a position in VWO in Q1 2022 and held it in 11 quarters. The position peaked at $312K in Q2 2022. 2,235 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

  • Twelve Points Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2024 after selling out during the quarter.
  • Twelve Points Wealth Management sold 5,504 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $263K.
  • Twelve Points Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and held it in 11 quarters.
  • Twelve Points Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $312K in Q2 2022.
  • 2,235 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Twelve Points Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.