West Coast Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

West Coast Financial’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 Q1	–	Sell	-5,091	Closed	-$209K	–	165
2023 Q4	$209K	Buy	+5,091	New	+$202K	0.03%	155
2023 Q3	–	Sell	-4,947	Closed	-$201K	–	151
2023 Q2	$201K	Buy	+4,947	New	+$199K	0.03%	150
2022 Q3	–	Sell	-4,947	Closed	-$206K	–	132
2022 Q2	$206K	Hold	4,947	–	–	0.04%	125
2022 Q1	$228K	Hold	4,947	–	–	0.04%	124
2021 Q4	$245K	Hold	4,947	–	–	0.04%	124
2021 Q3	$247K	Buy	4,947 +280	+6%	+$14.5K	0.04%	116
2021 Q2	$253K	Buy	4,667 +95	+2%	+$5.06K	0.04%	117
2021 Q1	$238K	Buy	4,572 +145	+3%	+$7.72K	0.04%	112
2020 Q4	$222K	Buy	+4,427	New	+$208K	0.04%	105
2016 Q3	–	Sell	-6,219	Closed	-$219K	–	146
2016 Q2	$219K	Buy	+6,219	New	+$212K	0.08%	105
2014 Q4	–	Sell	-5,205	Closed	-$217K	–	92
2014 Q3	$217K	Sell	5,205 -1,085	-17%	-$48.2K	0.12%	80
2014 Q2	$271K	Sell	6,290 -545	-8%	-$23K	0.14%	76
2014 Q1	$277K	Sell	6,835 -13,827	-67%	-$536K	0.14%	83
2013 Q4	$850K	Buy	20,662 +2,905	+16%	+$120K	0.44%	63
2013 Q3	$713K	Sell	17,757 -235	-1%	-$9.3K	0.39%	67
2013 Q2	$698K	Buy	+17,992	New	+$754K	0.38%	72

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

West Coast Financial's VWO Position: Q1 2024 in Review

West Coast Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 5,091 shares — an estimated $209K sold.

West Coast Financial first reported a position in VWO in Q2 2013 and held it in 16 quarters. The position peaked at $850K in Q4 2013. 2,033 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

West Coast Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
West Coast Financial sold 5,091 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $209K.
West Coast Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 16 quarters.
West Coast Financial's Vanguard FTSE Emerging Markets ETF position peaked at $850K in Q4 2013.
2,033 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on West Coast Financial's 13F filing for Q1 2024, filed 12 Apr 2024.