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Ullmann Wealth Partners Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Ullmann Wealth Partners Group’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
Q4 		– Sell
-5,980
Closed -$218K – 89
2022
Q3 		$218K Sell
5,980
-1,288
-18% -$52.3K 0.06% 77
2022
Q2 		$303K Sell
7,268
-50
-0.7% -$2.16K 0.08% 66
2022
Q1 		$338K Sell
7,318
-624
-8% -$30K 0.09% 63
2021
Q4 		$393K Buy
7,942
+18
+0.2% +$908 0.11% 59
2021
Q3 		$396K Buy
7,924
+1,218
+18% +$62.9K 0.16% 53
2021
Q2 		$364K Sell
6,706
-523
-7% -$27.9K 0.15% 54
2021
Q1 		$376K Sell
7,229
-1,180
-14% -$62.8K 0.17% 52
2020
Q4 		$421K Sell
8,409
-1,823
-18% -$85.7K 0.21% 44
2020
Q3 		$442K Sell
10,232
-2,403
-19% -$104K 0.25% 41
2020
Q2 		$500K Sell
12,635
-11,945
-49% -$442K 0.31% 34
2020
Q1 		$824K Sell
24,580
-2,696
-10% -$110K 0.62% 22
2019
Q4 		$1.21M Sell
27,276
-8,124
-23% -$344K 0.74% 20
2019
Q3 		$1.43M Sell
35,400
-3,411
-9% -$141K 0.88% 20
2019
Q2 		$1.65M Sell
38,811
-5,387
-12% -$227K 1.03% 18
2019
Q1 		$1.88M Sell
44,198
-7,623
-15% -$314K 1.21% 18
2018
Q4 		$1.97M Sell
51,821
-16,359
-24% -$634K 1.46% 17
2018
Q3 		$2.79M Sell
68,180
-24,916
-27% -$1.05M 1.86% 13
2018
Q2 		$3.93M Sell
93,096
-12,315
-12% -$556K 2.72% 11
2018
Q1 		$4.88M Buy
105,411
+1,250
+1% +$59.9K 3.45% 8
2017
Q4 		$4.78M Buy
104,161
+54,892
+111% +$2.45M 3.28% 9
2017
Q3 		$1.85M Sell
49,269
-55,085
-53% -$2.38M 1.85% 13
2017
Q2 		$4.26M Buy
104,354
+11,970
+13% +$485K 3.06% 7
2017
Q1 		$3.67M Buy
92,384
+18,793
+26% +$725K 3.04% 9
2016
Q4 		$2.82M Buy
+73,591
New +$2.7M 2.67% 13

Other funds holding VWO

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Ullmann Wealth Partners Group's VWO Position: Q4 2022 in Review

Ullmann Wealth Partners Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 5,980 shares — an estimated $218K sold.

Ullmann Wealth Partners Group first reported a position in VWO in Q4 2016 and held it in 24 quarters. The position peaked at $4.88M in Q1 2018. 1,902 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

  • Ullmann Wealth Partners Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 5,980 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $218K.
  • Ullmann Wealth Partners Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and held it in 24 quarters.
  • Ullmann Wealth Partners Group's Vanguard FTSE Emerging Markets ETF position peaked at $4.88M in Q1 2018.
  • 1,902 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Ullmann Wealth Partners Group's 13F filing for Q4 2022, filed 19 Jan 2023.