Unionview LLC’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Unionview LLC’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	$925K	Buy	21,006 +446	+2%	+$20.7K	0.68%	30
2024 Q3	$984K	Sell	20,560 -840	-4%	-$37.4K	0.77%	25
2024 Q2	$936K	Buy	21,400 +2,177	+11%	+$93.8K	0.76%	29
2024 Q1	$803K	Sell	19,223 -58	-0.3%	-$2.37K	0.66%	30
2023 Q4	$792K	Buy	19,281 +355	+2%	+$14.1K	0.71%	27
2023 Q3	$742K	Buy	18,926 +127	+0.7%	+$5.18K	0.7%	28
2023 Q2	$765K	Sell	18,799 -980	-5%	-$39.5K	0.7%	25
2023 Q1	$799K	Buy	19,779 +2,426	+14%	+$98.9K	0.75%	22
2022 Q4	$676K	Buy	17,353 +4,206	+32%	+$160K	0.68%	27
2022 Q3	$480K	Sell	13,147 -381	-3%	-$15.5K	0.55%	34
2022 Q2	$563K	Buy	13,528 +48	+0.4%	+$2.07K	0.63%	31
2022 Q1	$622K	Hold	13,480	–	–	0.58%	32
2021 Q4	$667K	Buy	+13,480	New	+$680K	0.62%	32

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Unionview LLC's VWO Position: Q4 2024 in Review

Unionview LLC increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.2% in Q4 2024, buying an estimated $20.7K and bringing the position to 21,006 shares worth $925K. The position accounts for 0.68% of the portfolio, ranked #30.

Unionview LLC first reported a position in VWO in Q4 2021 and has held it in 13 quarters since. The position peaked at $984K in Q3 2024. 2,236 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

Unionview LLC held 21,006 shares of Vanguard FTSE Emerging Markets ETF worth $925K as of Q4 2024.
Unionview LLC bought 446 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $20.7K.
Vanguard FTSE Emerging Markets ETF made up 0.68% of Unionview LLC's portfolio in Q4 2024, its #30 holding.
Unionview LLC first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and has held it in 13 quarters since.
Unionview LLC's Vanguard FTSE Emerging Markets ETF position peaked at $984K in Q3 2024.
2,236 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.