Tyler-Stone Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-408	Closed	-$17.8K	–	938
2024 Q2	$17.8K	Buy	408 +29	+8%	+$1.25K	0.01%	544
2024 Q1	$15.8K	Hold	379	–	–	0.01%	568
2023 Q4	$15.6K	Buy	379 +3	+0.8%	+$119	0.01%	553
2023 Q3	$15K	Buy	376 +1	+0.3%	+$41	0.01%	535
2023 Q2	$15K	Buy	+375	New	+$15.1K	0.01%	537
2022 Q4	$15K	Sell	374 -207	-36%	-$7.89K	0.01%	494
2022 Q3	$21K	Buy	581 +1	+0.2%	+$41	0.02%	429
2022 Q2	$24K	Buy	580 +1	+0.2%	+$43	0.02%	423
2022 Q1	$27K	Buy	579 +109	+23%	+$5.24K	0.01%	431
2021 Q4	$23K	Buy	+470	New	+$23.7K	0.01%	479

Other funds holding VWO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Tyler-Stone Wealth Management's VWO Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 408 shares — an estimated $17.8K sold.

Tyler-Stone Wealth Management first reported a position in VWO in Q4 2021 and held it in 10 quarters. The position peaked at $27K in Q1 2022. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 408 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $17.8K.
Tyler-Stone Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $27K in Q1 2022.
2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.