Wagner Wealth Management (South Carolina)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-10	Closed	–	–	688
2022 Q3	$0	Hold	10	–	–	﹤0.01%	778
2022 Q2	$0	Buy	+10	New	+$432	﹤0.01%	729
2022 Q1	–	Sell	-10	Closed	–	–	649
2021 Q4	$0	Hold	10	–	–	﹤0.01%	709
2021 Q3	$1K	Sell	10 -30	-75%	-$1.55K	﹤0.01%	635
2021 Q2	$2K	Buy	40 +30	+300%	+$1.6K	﹤0.01%	648
2021 Q1	$1K	Buy	+10	New	+$532	﹤0.01%	639
2018 Q3	$261K	Buy	6,365 +3,759	+144%	+$158K	0.17%	109
2018 Q2	$110K	Sell	2,606 -77	-3%	-$3.48K	0.08%	170
2018 Q1	$126K	Buy	2,683 +100	+4%	+$4.79K	0.1%	148
2017 Q4	$124K	Buy	+2,583	New	+$115K	0.09%	154

Other funds holding VWO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

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 $424B AUM 22.94% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VWO Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2022, closing a stake of 10 shares.

Wagner Wealth Management (South Carolina) first reported a position in VWO in Q4 2017 and held it in 10 quarters. The position peaked at $261K in Q3 2018. 1,902 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 10 Vanguard FTSE Emerging Markets ETF shares in Q4 2022.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Vanguard FTSE Emerging Markets ETF position peaked at $261K in Q3 2018.
1,902 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.