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

Wells 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
2024
Q3 		– Sell
-300
Closed -$13.1K – 110
2024
Q2 		$13.1K Hold
300
– – 0.01% 77
2024
Q1 		$12.5K Hold
300
– – 0.01% 65
2023
Q4 		$12.3K Hold
300
– – 0.01% 61
2023
Q3 		$11.8K Hold
300
– – 0.01% 61
2023
Q2 		$12.2K Hold
300
– – 0.01% 61
2023
Q1 		$12.1K Buy
+300
New +$12.2K 0.01% 61

Other funds holding VWO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Wells Financial Advisors's VWO Position: Q3 2024 in Review

Wells Financial Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2024, closing a stake of 300 shares — an estimated $13.1K sold.

Wells Financial Advisors first reported a position in VWO in Q1 2023 and held it in 6 quarters. The position peaked at $13.1K in Q2 2024. 2,086 funds tracked by Wall St. Rank hold VWO as of Q3 2024.

  • Wells Financial Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2024 after selling out during the quarter.
  • Wells Financial Advisors sold 300 Vanguard FTSE Emerging Markets ETF shares in Q3 2024, an estimated $13.1K.
  • Wells Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and held it in 6 quarters.
  • Wells Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $13.1K in Q2 2024.
  • 2,086 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2024.

Based on Wells Financial Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.