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

Wiser 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
2024 Q1	–	Sell	-6,116	Closed	-$247K	–	36
2023 Q4	$247K	Sell	6,116 -82,066	-93%	-$3.26M	0.09%	29
2023 Q3	$3.46M	Buy	88,182 +5,547	+7%	+$226K	1.41%	12
2023 Q2	$3.36M	Buy	82,635 +1,204	+1%	+$48.5K	1.35%	13
2023 Q1	$3.29M	Buy	81,431 +4,620	+6%	+$188K	1.41%	13
2022 Q4	$2.99M	Buy	76,811 +984	+1%	+$37.5K	1.38%	13
2022 Q3	$2.77M	Buy	75,827 +8,401	+12%	+$341K	1.45%	13
2022 Q2	$2.81M	Sell	67,426 -68,630	-50%	-$2.96M	1.46%	14
2022 Q1	$6.28M	Buy	136,056 +15,152	+13%	+$729K	2.89%	12
2021 Q4	$5.98M	Buy	120,904 +8,121	+7%	+$410K	2.92%	12
2021 Q3	$5.64M	Buy	112,783 +17,845	+19%	+$922K	3.01%	12
2021 Q2	$5.16M	Buy	94,938 +7,391	+8%	+$394K	3.14%	10
2021 Q1	$4.56M	Buy	87,547 +4,884	+6%	+$260K	3.13%	10
2020 Q4	$4.14M	Buy	+82,663	New	+$3.88M	3.11%	12

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 $374B AUM 17.66% 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

Wiser Wealth Management's VWO Position: Q1 2024 in Review

Wiser Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2024, closing a stake of 6,116 shares — an estimated $247K sold.

Wiser Wealth Management first reported a position in VWO in Q4 2020 and held it in 13 quarters. The position peaked at $6.28M in Q1 2022. 2,032 funds tracked by Wall St. Rank hold VWO as of Q1 2024.

Wiser Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2024 after selling out during the quarter.
Wiser Wealth Management sold 6,116 Vanguard FTSE Emerging Markets ETF shares in Q1 2024, an estimated $247K.
Wiser Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2020 and held it in 13 quarters.
Wiser Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $6.28M in Q1 2022.
2,032 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2024.

Based on Wiser Wealth Management's 13F filing for Q1 2024, filed 19 Apr 2024.