V Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

V Wealth 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
2023 Q3	–	Sell	-15,439	Closed	-$628K	–	369
2023 Q2	$628K	Sell	15,439 -401	-3%	-$16.2K	0.1%	178
2023 Q1	$640K	Sell	15,840 -1,071	-6%	-$43.6K	0.12%	165
2022 Q4	$659K	Sell	16,911 -276	-2%	-$10.5K	0.14%	159
2022 Q3	$627K	Sell	17,187 -1,646	-9%	-$66.8K	0.13%	162
2022 Q2	$784K	Buy	18,833 +548	+3%	+$23.7K	0.15%	163
2022 Q1	$843K	Buy	18,285 +143	+0.8%	+$6.88K	0.13%	171
2021 Q4	$897K	Sell	18,142 -3,234	-15%	-$163K	0.13%	172
2021 Q3	$1.07M	Buy	21,376 +456	+2%	+$23.6K	0.17%	145
2021 Q2	$1.14M	Buy	20,920 +1,946	+10%	+$104K	0.18%	135
2021 Q1	$988K	Buy	18,974 +1,826	+11%	+$97.2K	0.18%	141
2020 Q4	$859K	Buy	+17,148	New	+$806K	0.18%	150
2020 Q3	–	Sell	-18,990	Closed	-$752K	–	351
2020 Q2	$752K	Sell	18,990 -1,647	-8%	-$61K	0.2%	130
2020 Q1	$692K	Sell	20,637 -8,930	-30%	-$364K	0.22%	121
2019 Q4	$1.19M	Hold	29,567	–	–	0.43%	63
2019 Q3	$1.19M	Buy	29,567 +1,012	+4%	+$41.8K	0.43%	63
2019 Q2	$1.22M	Buy	28,555 +3,442	+14%	+$145K	0.46%	64
2019 Q1	$1.09M	Buy	25,113 +6,397	+34%	+$263K	0.44%	64
2018 Q4	$740K	Sell	18,716 -743	-4%	-$28.8K	0.38%	72
2018 Q3	$796K	Buy	19,459 +1,506	+8%	+$63.4K	0.37%	75
2018 Q2	$772K	Buy	17,953 +1,025	+6%	+$46.3K	0.43%	64
2018 Q1	$786K	Sell	16,928 -643	-4%	-$30.8K	0.42%	66
2017 Q4	$842K	Buy	17,571 +931	+6%	+$41.6K	0.42%	61
2017 Q3	$727K	Buy	16,640 +150	+0.9%	+$6.49K	0.37%	64
2017 Q2	$672K	Sell	16,490 -540	-3%	-$21.9K	0.31%	71
2017 Q1	$680K	Sell	17,030 -532	-3%	-$20.5K	0.42%	70
2016 Q4	$630K	Sell	17,562 -127	-0.7%	-$4.65K	0.46%	68
2016 Q3	$664K	Sell	17,689 -59	-0.3%	-$2.2K	0.54%	63
2016 Q2	$627K	Buy	17,748 +255	+1%	+$8.71K	0.51%	66
2016 Q1	$606K	Buy	+17,493	New	+$549K	0.48%	65

Other funds holding VWO

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

V Wealth Advisors's VWO Position: Q3 2023 in Review

V Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 15,439 shares — an estimated $628K sold.

V Wealth Advisors first reported a position in VWO in Q1 2016 and held it in 29 quarters. The position peaked at $1.22M in Q2 2019. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

V Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 15,439 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $628K.
V Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2016 and held it in 29 quarters.
V Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.22M in Q2 2019.
1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.