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

Websterrogers Financial Advisors’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 Q2	–	Sell	-16,024	Closed	-$753K	–	67
2022 Q1	$753K	Sell	16,024 -85,681	-84%	-$4.12M	0.39%	34
2021 Q4	$5.03M	Sell	101,705 -3,660	-3%	-$185K	1.14%	16
2021 Q3	$5.27M	Buy	105,365 +9	+0%	+$465	1.22%	17
2021 Q2	$5.5M	Sell	105,356 -23	-0%	-$1.23K	1.31%	15
2021 Q1	$5.49M	Buy	105,379 +2	+0%	+$106	1.48%	13
2020 Q4	$5.63M	Buy	+105,377	New	+$4.95M	1.64%	10

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Websterrogers Financial Advisors's VWO Position: Q2 2022 in Review

Websterrogers Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 16,024 shares — an estimated $753K sold.

Websterrogers Financial Advisors first reported a position in VWO in Q4 2020 and held it in 6 quarters. The position peaked at $5.63M in Q4 2020. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Websterrogers Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Websterrogers Financial Advisors sold 16,024 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $753K.
Websterrogers Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 6 quarters.
Websterrogers Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $5.63M in Q4 2020.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.