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

Westshore Wealth’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	-4,587	Closed	-$212K	–	113
2022 Q1	$212K	Buy	+4,587	New	+$221K	0.14%	87
2021 Q4	–	Sell	-4,149	Closed	-$207K	–	96
2021 Q3	$207K	Sell	4,149 -1,125	-21%	-$58.1K	0.17%	75
2021 Q2	$286K	Buy	5,274 +1,037	+24%	+$55.2K	0.15%	102
2021 Q1	$221K	Buy	+4,237	New	+$226K	0.13%	125

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

Westshore Wealth's VWO Position: Q2 2022 in Review

Westshore Wealth sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2022, closing a stake of 4,587 shares — an estimated $212K sold.

Westshore Wealth first reported a position in VWO in Q1 2021 and held it in 4 quarters. The position peaked at $286K in Q2 2021. 1,859 funds tracked by Wall St. Rank hold VWO as of Q2 2022.

Westshore Wealth reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2022 after selling out during the quarter.
Westshore Wealth sold 4,587 Vanguard FTSE Emerging Markets ETF shares in Q2 2022, an estimated $212K.
Westshore Wealth first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and held it in 4 quarters.
Westshore Wealth's Vanguard FTSE Emerging Markets ETF position peaked at $286K in Q2 2021.
1,859 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2022.

Based on Westshore Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.