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Wealth Management Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wealth Management Associates’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
Q2 		– Sell
-20,022
Closed -$1.04M – 211
2021
Q1 		$1.04M Buy
20,022
+656
+3% +$34.9K 0.66% 32
2020
Q4 		$970K Buy
+19,366
New +$910K 0.64% 33

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Vanguard Group
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Jones Financial Companies
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Wealthfront Advisers
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WL
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Management Associates's VWO Position: Q2 2021 in Review

Wealth Management Associates sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2021, closing a stake of 20,022 shares — an estimated $1.04M sold.

Wealth Management Associates first reported a position in VWO in Q4 2020 and held it in 2 quarters. The position peaked at $1.04M in Q1 2021. 1,746 funds tracked by Wall St. Rank hold VWO as of Q2 2021.

  • Wealth Management Associates reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2021 after selling out during the quarter.
  • Wealth Management Associates sold 20,022 Vanguard FTSE Emerging Markets ETF shares in Q2 2021, an estimated $1.04M.
  • Wealth Management Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 2 quarters.
  • Wealth Management Associates's Vanguard FTSE Emerging Markets ETF position peaked at $1.04M in Q1 2021.
  • 1,746 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2021.

Based on Wealth Management Associates's 13F filing for Q2 2021, filed 28 May 2025.