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

WR Wealth Planners’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 Q4	$42K	Buy	953 +116	+14%	+$5.39K	0.01%	334
2024 Q3	$40K	Sell	837 -293	-26%	-$13K	0.01%	367
2024 Q2	$49.4K	Sell	1,130 -303	-21%	-$13.1K	0.02%	335
2024 Q1	$59.9K	Buy	+1,433	New	+$58.5K	0.02%	310
2023 Q4	–	Sell	-4,465	Closed	-$175K	–	850
2023 Q3	$175K	Buy	4,465 +282	+7%	+$11.5K	0.07%	186
2023 Q2	$170K	Buy	4,183 +3,330	+390%	+$134K	0.07%	188
2023 Q1	$34.5K	Buy	+853	New	+$34.8K	0.01%	369

Other funds holding VWO

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's VWO Position: Q4 2024 in Review

WR Wealth Planners increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 14% in Q4 2024, buying an estimated $5.39K and bringing the position to 953 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #334.

WR Wealth Planners first reported a position in VWO in Q1 2023 and has held it in 7 quarters since. The position peaked at $175K in Q3 2023. 2,236 funds tracked by Wall St. Rank hold VWO as of Q4 2024.

WR Wealth Planners held 953 shares of Vanguard FTSE Emerging Markets ETF worth $42K as of Q4 2024.
WR Wealth Planners bought 116 Vanguard FTSE Emerging Markets ETF shares in Q4 2024, an estimated $5.39K.
Vanguard FTSE Emerging Markets ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #334 holding.
WR Wealth Planners first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2023 and has held it in 7 quarters since.
WR Wealth Planners's Vanguard FTSE Emerging Markets ETF position peaked at $175K in Q3 2023.
2,236 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.