WealthPlan Investment Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

WealthPlan Investment 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
2023 Q2	–	Sell	-568	Closed	-$22.9K	–	462
2023 Q1	$22.9K	Sell	568 -4,651	-89%	-$190K	﹤0.01%	287
2022 Q4	$216K	Buy	5,219 +25	+0.5%	+$953	0.02%	364
2022 Q3	$208K	Buy	+5,194	New	+$211K	0.02%	351
2022 Q1	$233K	Buy	+5,367	New	+$258K	0.02%	355

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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 $374B AUM 17.66% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

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

WealthPlan Investment Management's VWO Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 568 shares — an estimated $22.9K sold.

WealthPlan Investment Management first reported a position in VWO in Q1 2022 and held it in 4 quarters. The position peaked at $233K in Q1 2022. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

WealthPlan Investment Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
WealthPlan Investment Management sold 568 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $22.9K.
WealthPlan Investment Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2022 and held it in 4 quarters.
WealthPlan Investment Management's Vanguard FTSE Emerging Markets ETF position peaked at $233K in Q1 2022.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.