United Bank (Virginia)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

United Bank (Virginia)’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
2023 Q4	–	Sell	-60,500	Closed	-$2.37M	–	154
2023 Q3	$2.37M	Sell	60,500 -3,154	-5%	-$129K	0.31%	44
2023 Q2	$2.59M	Buy	63,654 +5,124	+9%	+$207K	0.32%	44
2023 Q1	$2.36M	Sell	58,530 -14,821	-20%	-$604K	0.3%	46
2022 Q4	$2.86M	Buy	73,351 +35,759	+95%	+$1.36M	0.4%	43
2022 Q3	$1.37M	Sell	37,592 -4,952	-12%	-$201K	0.21%	55
2022 Q2	$1.77M	Sell	42,544 -25,833	-38%	-$1.12M	0.27%	52
2022 Q1	$3.15M	Buy	68,377 +48,722	+248%	+$2.34M	0.41%	39
2021 Q4	$973K	Sell	19,655 -255	-1%	-$12.9K	0.12%	78
2021 Q3	$996K	Hold	19,910	–	–	0.13%	73
2021 Q2	$1.08M	Sell	19,910 -10,777	-35%	-$574K	0.15%	72
2021 Q1	$1.6M	Hold	30,687	–	–	0.22%	65
2020 Q4	$1.54M	Buy	30,687 +10,051	+49%	+$472K	0.23%	61
2020 Q3	$893K	Hold	20,636	–	–	0.16%	73
2020 Q2	$817K	Buy	+20,636	New	+$764K	0.15%	77
2020 Q1	–	Sell	-5,236	Closed	-$232K	–	136
2019 Q4	$232K	Buy	+5,236	New	+$222K	0.04%	129
2019 Q2	–	Sell	-9,317	Closed	-$396K	–	147
2019 Q1	$396K	Sell	9,317 -7,030	-43%	-$289K	0.07%	101
2018 Q4	$623K	Buy	+16,347	New	+$633K	0.13%	85
2018 Q1	–	Sell	-7,609	Closed	-$349K	–	142
2017 Q4	$349K	Buy	+7,609	New	+$340K	0.09%	108

Other funds holding VWO

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

United Bank (Virginia)'s VWO Position: Q4 2023 in Review

United Bank (Virginia) sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2023, closing a stake of 60,500 shares — an estimated $2.37M sold.

United Bank (Virginia) first reported a position in VWO in Q4 2017 and held it in 18 quarters. The position peaked at $3.15M in Q1 2022. 2,050 funds tracked by Wall St. Rank hold VWO as of Q4 2023.

United Bank (Virginia) reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2023 after selling out during the quarter.
United Bank (Virginia) sold 60,500 Vanguard FTSE Emerging Markets ETF shares in Q4 2023, an estimated $2.37M.
United Bank (Virginia) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 18 quarters.
United Bank (Virginia)'s Vanguard FTSE Emerging Markets ETF position peaked at $3.15M in Q1 2022.
2,050 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2023.

Based on United Bank (Virginia)'s 13F filing for Q4 2023, filed 7 Feb 2024.