Wolff Financial Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Wolff Financial 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
2022 Q3	–	Sell	-4,850	Closed	-$202K	–	102
2022 Q2	$202K	Buy	4,850 +49	+1%	+$2.12K	0.09%	99
2022 Q1	$221K	Buy	4,801 +14	+0.3%	+$673	0.09%	100
2021 Q4	$237K	Buy	+4,787	New	+$241K	0.09%	96
2021 Q1	$216K	Buy	+4,142	New	+$220K	0.1%	92

Other funds holding VWO

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Wolff Financial Management's VWO Position: Q3 2022 in Review

Wolff Financial Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2022, closing a stake of 4,850 shares — an estimated $202K sold.

Wolff Financial Management first reported a position in VWO in Q1 2021 and held it in 4 quarters. The position peaked at $237K in Q4 2021. 1,781 funds tracked by Wall St. Rank hold VWO as of Q3 2022.

Wolff Financial Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2022 after selling out during the quarter.
Wolff Financial Management sold 4,850 Vanguard FTSE Emerging Markets ETF shares in Q3 2022, an estimated $202K.
Wolff Financial Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2021 and held it in 4 quarters.
Wolff Financial Management's Vanguard FTSE Emerging Markets ETF position peaked at $237K in Q4 2021.
1,781 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2022.

Based on Wolff Financial Management's 13F filing for Q3 2022, filed 31 Oct 2022.