UBP Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

UBP Investment 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	$390K	Buy	10,731 +291	+3%	+$11.8K	0.2%	69
2022 Q2	$430K	Sell	10,440 -90,523	-90%	-$3.91M	0.17%	75
2022 Q1	$10.2M	Buy	100,963 +92,395	+1,078%	+$4.44M	3.8%	7
2021 Q4	$420K	Hold	8,568	–	–	0.15%	82
2021 Q3	$430K	Buy	8,568 +780	+10%	+$40.3K	0.17%	82
2021 Q2	$420K	Hold	7,788	–	–	0.16%	93
2021 Q1	$410K	Buy	7,788 +1,557	+25%	+$82.9K	0.17%	88
2020 Q4	$312K	Buy	+6,231	New	+$293K	0.16%	58

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

UBP Investment Advisors's VWO Position: Q3 2022 in Review

UBP Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.8% in Q3 2022, buying an estimated $11.8K and bringing the position to 10,731 shares worth $390K. The position accounts for 0.2% of the portfolio, ranked #69.

UBP Investment Advisors first reported a position in VWO in Q4 2020 and has held it in 8 quarters since. The position peaked at $10.2M in Q1 2022. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

UBP Investment Advisors held 10,731 shares of Vanguard FTSE Emerging Markets ETF worth $390K as of Q3 2022.
UBP Investment Advisors bought 291 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $11.8K.
Vanguard FTSE Emerging Markets ETF made up 0.2% of UBP Investment Advisors's portfolio in Q3 2022, its #69 holding.
UBP Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and has held it in 8 quarters since.
UBP Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $10.2M in Q1 2022.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on UBP Investment Advisors's 13F filing for Q3 2022, filed 4 Oct 2022.