Walled Lake Planning & Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Walled Lake Planning & Wealth Management’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
2021 Q4	–	Sell	-9	Closed	–	–	308
2021 Q3	$0	Hold	9	–	–	﹤0.01%	350
2021 Q2	$0	Hold	9	–	–	﹤0.01%	320
2021 Q1	$0	Buy	+9	New	+$479	﹤0.01%	376
2020 Q2	–	Sell	-14	Closed	–	–	374
2020 Q1	$0	Buy	+14	New	+$571	﹤0.01%	367

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

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

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

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

Walled Lake Planning & Wealth Management's VWO Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2021, closing a stake of 9 shares.

Walled Lake Planning & Wealth Management first reported a position in VWO in Q1 2020 and held it in 4 quarters. The position peaked at $0 in Q3 2021. 1,920 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 9 Vanguard FTSE Emerging Markets ETF shares in Q4 2021.
Walled Lake Planning & Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2020 and held it in 4 quarters.
Walled Lake Planning & Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $0 in Q3 2021.
1,920 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.