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

WT 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 Q2	–	Sell	-6,602	Closed	-$267K	–	115
2023 Q1	$267K	Sell	6,602 -1,728	-21%	-$70.4K	0.12%	99
2022 Q4	$325K	Buy	+8,330	New	+$318K	0.16%	82
2020 Q1	–	Sell	-9,466	Closed	-$420K	–	94
2019 Q4	$420K	Buy	9,466 +2,440	+35%	+$103K	0.32%	57
2019 Q3	$282K	Buy	+7,026	New	+$290K	0.24%	69

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

WT Wealth Management's VWO Position: Q2 2023 in Review

WT Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2023, closing a stake of 6,602 shares — an estimated $267K sold.

WT Wealth Management first reported a position in VWO in Q3 2019 and held it in 4 quarters. The position peaked at $420K in Q4 2019. 1,938 funds tracked by Wall St. Rank hold VWO as of Q2 2023.

WT Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2023 after selling out during the quarter.
WT Wealth Management sold 6,602 Vanguard FTSE Emerging Markets ETF shares in Q2 2023, an estimated $267K.
WT Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2019 and held it in 4 quarters.
WT Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $420K in Q4 2019.
1,938 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.