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United Asset Strategies’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

United Asset Strategies’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
Q1 		– Sell
-4,373
Closed -$216K – 238
2021
Q4 		$216K Sell
4,373
-569
-12% -$28.7K 0.03% 192
2021
Q3 		$247K Sell
4,942
-485
-9% -$25.1K 0.03% 185
2021
Q2 		$295K Sell
5,427
-85
-2% -$4.53K 0.04% 178
2021
Q1 		$287K Sell
5,512
-1,780
-24% -$94.8K 0.04% 177
2020
Q4 		$365K Buy
7,292
+934
+15% +$43.9K 0.06% 159
2020
Q3 		$275K Sell
6,358
-572
-8% -$24.9K 0.05% 170
2020
Q2 		$274K Sell
6,930
-2,322
-25% -$86K 0.05% 160
2020
Q1 		$310K Sell
9,252
-4,464
-33% -$182K 0.08% 146
2019
Q4 		$610K Buy
13,716
+3,000
+28% +$127K 0.12% 140
2019
Q3 		$431K Sell
10,716
-187
-2% -$7.72K 0.09% 141
2019
Q2 		$464K Sell
10,903
-220
-2% -$9.26K 0.11% 139
2019
Q1 		$473K Sell
11,123
-2,668
-19% -$110K 0.11% 145
2018
Q4 		$525K Buy
+13,791
New +$534K 0.14% 126
2017
Q4 		– Sell
-20,398
Closed -$889K – 206
2017
Q3 		$889K Buy
20,398
+13,482
+195% +$583K 0.5% 50
2017
Q2 		$282K Sell
6,916
-240
-3% -$9.73K 0.08% 123
2017
Q1 		$284K Sell
7,156
-5,067
-41% -$196K 0.09% 114
2016
Q4 		$437K Sell
12,223
-4,580
-27% -$168K 0.14% 104
2016
Q3 		$632K Buy
+16,803
New +$626K 0.22% 87
2015
Q4 		– Sell
-6,882
Closed -$228K – 142
2015
Q3 		$228K Buy
6,882
+336
+5% +$12.2K 0.11% 116
2015
Q2 		$268K Buy
6,546
+81
+1% +$3.48K 0.12% 105
2015
Q1 		$284K Buy
6,465
+90
+1% +$3.66K 0.13% 98
2014
Q4 		$255K Buy
+6,375
New +$262K 0.11% 105

Other funds holding VWO

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

United Asset Strategies's VWO Position: Q1 2022 in Review

United Asset Strategies sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2022, closing a stake of 4,373 shares — an estimated $216K sold.

United Asset Strategies first reported a position in VWO in Q4 2014 and held it in 22 quarters. The position peaked at $889K in Q3 2017. 1,895 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

  • United Asset Strategies reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
  • United Asset Strategies sold 4,373 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $216K.
  • United Asset Strategies first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and held it in 22 quarters.
  • United Asset Strategies's Vanguard FTSE Emerging Markets ETF position peaked at $889K in Q3 2017.
  • 1,895 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on United Asset Strategies's 13F filing for Q1 2022, filed 29 Apr 2022.