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

Windsor Wealth 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 Q3	$524K	Buy	13,352 +177	+1%	+$7.23K	0.1%	96
2023 Q2	$536K	Sell	13,175 -136	-1%	-$5.48K	0.1%	97
2023 Q1	$538K	Buy	13,311 +12	+0.1%	+$489	0.1%	95
2022 Q4	$545K	Sell	13,299 -1,586	-11%	-$60.5K	0.11%	90
2022 Q3	$553K	Buy	14,885 +20	+0.1%	+$812	0.14%	85
2022 Q2	$606K	Sell	14,865 -8,563	-37%	-$370K	0.15%	84
2022 Q1	$1.08M	Sell	23,428 -668	-3%	-$32.1K	0.2%	98
2021 Q4	$1.2M	Buy	24,096 +1,413	+6%	+$71.3K	0.22%	99
2021 Q3	$1.14M	Sell	22,683 -829	-4%	-$42.8K	0.24%	92
2021 Q2	$1.28M	Buy	23,512 +8	+0%	+$426	0.28%	78
2021 Q1	$1.22M	Buy	23,504 +728	+3%	+$38.8K	0.29%	72
2020 Q4	$1.14M	Buy	22,776 +646	+3%	+$30.4K	0.29%	72
2020 Q3	$991K	Sell	22,130 -1,686	-7%	-$73.3K	0.29%	74
2020 Q2	$943K	Sell	23,816 -1,293	-5%	-$47.9K	0.3%	75
2020 Q1	$842K	Buy	25,109 +15,358	+158%	+$626K	0.34%	71
2019 Q4	$434K	Buy	9,751 +540	+6%	+$22.9K	0.16%	124
2019 Q3	$366K	Sell	9,211 -14,338	-61%	-$592K	0.16%	131
2019 Q2	$1.02M	Sell	23,549 -602	-2%	-$25.3K	0.45%	62
2019 Q1	$1.03M	Buy	24,151 +9,356	+63%	+$385K	0.58%	49
2018 Q4	$564K	Buy	14,795 +6,554	+80%	+$254K	0.39%	81
2018 Q3	$338K	Sell	8,241 -2,327	-22%	-$97.9K	0.22%	101
2018 Q2	$446K	Sell	10,568 -2,953	-22%	-$133K	0.35%	80
2018 Q1	$635K	Buy	13,521 +4,536	+50%	+$217K	0.54%	47
2017 Q4	$413K	Buy	+8,985	New	+$402K	0.36%	73

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

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

Windsor Wealth Management's VWO Position: Q3 2023 in Review

Windsor Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.3% in Q3 2023, buying an estimated $7.23K and bringing the position to 13,352 shares worth $524K. The position accounts for 0.1% of the portfolio, ranked #96.

Windsor Wealth Management first reported a position in VWO in Q4 2017 and has held it in 24 quarters since. The position peaked at $1.28M in Q2 2021. 1,912 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Windsor Wealth Management held 13,352 shares of Vanguard FTSE Emerging Markets ETF worth $524K as of Q3 2023.
Windsor Wealth Management bought 177 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $7.23K.
Vanguard FTSE Emerging Markets ETF made up 0.1% of Windsor Wealth Management's portfolio in Q3 2023, its #96 holding.
Windsor Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 24 quarters since.
Windsor Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $1.28M in Q2 2021.
1,912 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.