VitalStone Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

VitalStone Financial’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
2024 Q3	$118K	Sell	2,474 -381	-13%	-$17K	0.08%	131
2024 Q2	$125K	Sell	2,855 -108	-4%	-$4.65K	0.09%	130
2024 Q1	$124K	Sell	2,963 -3,592	-55%	-$147K	0.09%	124
2023 Q4	$269K	Sell	6,555 -2,674	-29%	-$106K	0.22%	73
2023 Q3	$363K	Buy	9,229 +8,055	+686%	+$329K	0.31%	63
2023 Q2	$48K	Buy	1,174 +944	+410%	+$38.1K	0.03%	351
2023 Q1	$11K	Sell	230 -259	-53%	-$10.6K	0.01%	206
2022 Q4	$19K	Buy	+489	New	+$18.6K	0.01%	282

Other funds holding VWO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

VitalStone Financial's VWO Position: Q3 2024 in Review

VitalStone Financial reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 13% in Q3 2024, selling an estimated $17K and leaving 2,474 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #131.

VitalStone Financial first reported a position in VWO in Q4 2022 and has held it in 8 quarters since. The position peaked at $363K in Q3 2023. 2,087 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

VitalStone Financial held 2,474 shares of Vanguard FTSE Emerging Markets ETF worth $118K as of Q3 2024.
VitalStone Financial sold 381 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $17K.
Vanguard FTSE Emerging Markets ETF made up 0.08% of VitalStone Financial's portfolio in Q3 2024, its #131 holding.
VitalStone Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's Vanguard FTSE Emerging Markets ETF position peaked at $363K in Q3 2023.
2,087 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.