Verdence Capital Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Verdence Capital 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
2022 Q3	–	Sell	-5,419	Closed	-$226K	–	548
2022 Q2	$226K	Buy	+5,419	New	+$234K	0.03%	457
2018 Q1	–	Sell	-4,810	Closed	-$221K	–	320
2017 Q4	$221K	Buy	+4,810	New	+$215K	0.05%	250

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Verdence Capital Advisors's VWO Position: Q3 2022 in Review

Verdence Capital Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 5,419 shares — an estimated $226K sold.

Verdence Capital Advisors first reported a position in VWO in Q4 2017 and held it in 2 quarters. The position peaked at $226K in Q2 2022. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Verdence Capital Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Verdence Capital Advisors sold 5,419 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $226K.
Verdence Capital Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 2 quarters.
Verdence Capital Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $226K in Q2 2022.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Verdence Capital Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.