Viridian RIA’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Viridian RIA’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	-519,419	Closed	-$25M	–	5
2021 Q4	$25.7M	Buy	+519,419	New	+$26.2M	5.43%	5
2021 Q2	–	Hold	0	–	–	–	5
2021 Q1	–	Sell	-426,631	Closed	-$22.7M	–	5
2020 Q4	$21.4M	Sell	426,631 -929	-0.2%	-$43.6K	5.93%	5
2020 Q3	$18.5M	Sell	427,560 -5,275	-1%	-$229K	6.12%	5
2020 Q2	$17.1M	Buy	432,835 +70,219	+19%	+$2.6M	6.19%	5
2020 Q1	$12.2M	Buy	362,616 +3,828	+1%	+$156K	5.52%	5
2019 Q4	$16M	Buy	358,788 +5,037	+1%	+$213K	5.69%	6
2019 Q3	$14.2M	Buy	353,751 +13,174	+4%	+$544K	5.93%	5
2019 Q2	$13.6M	Buy	340,577 +22,957	+7%	+$966K	5.47%	6
2019 Q1	$13.5M	Buy	317,620 +26,791	+9%	+$1.1M	5.98%	6
2018 Q4	$11.1M	Sell	290,829 -47,248	-14%	-$1.83M	5.54%	6
2018 Q3	$13.9M	Buy	338,077 +35,545	+12%	+$1.5M	6.11%	6
2018 Q2	$12.8M	Buy	302,532 +134,684	+80%	+$6.08M	6.25%	6
2018 Q1	$7.88M	Buy	+167,848	New	+$8.05M	3.76%	10

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

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

Viridian RIA's VWO Position: Q1 2022 in Review

Viridian RIA sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2022, closing a stake of 519,419 shares — an estimated $25M sold.

Viridian RIA first reported a position in VWO in Q1 2018 and held it in 13 quarters. The position peaked at $25.7M in Q4 2021. 1,895 funds tracked by Wall St. Rank hold VWO as of Q1 2022.

Viridian RIA reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2022 after selling out during the quarter.
Viridian RIA sold 519,419 Vanguard FTSE Emerging Markets ETF shares in Q1 2022, an estimated $25M.
Viridian RIA first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 13 quarters.
Viridian RIA's Vanguard FTSE Emerging Markets ETF position peaked at $25.7M in Q4 2021.
1,895 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.