YorkBridge Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

YorkBridge Wealth Partners’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 Q4	$501K	Buy	12,847 +2,057	+19%	+$78.4K	0.13%	123
2022 Q3	$394K	Sell	10,790 -1,860	-15%	-$75.5K	0.1%	143
2022 Q2	$527K	Buy	12,650 +2,846	+29%	+$123K	0.14%	121
2022 Q1	$452K	Sell	9,804 -4,050	-29%	-$195K	0.1%	154
2021 Q4	$685K	Buy	13,854 +4,050	+41%	+$204K	0.15%	115
2021 Q3	$490K	Buy	9,804 +129	+1%	+$6.67K	0.12%	131
2021 Q2	$525K	Sell	9,675 -227	-2%	-$12.1K	0.14%	121
2021 Q1	$515K	Sell	9,902 -1,000	-9%	-$53.2K	0.15%	116
2020 Q4	$546K	Sell	10,902 -1,815	-14%	-$85.3K	0.18%	97
2020 Q3	$550K	Buy	12,717 +4,220	+50%	+$183K	0.23%	87
2020 Q2	$337K	Buy	+8,497	New	+$315K	0.15%	118
2020 Q1	–	Sell	-5,201	Closed	-$231K	–	184
2019 Q4	$231K	Buy	+5,201	New	+$220K	0.11%	169
2019 Q3	–	Sell	-4,006	Closed	-$170K	–	639
2019 Q2	$170K	Buy	4,006 +456	+13%	+$19.2K	0.08%	194
2019 Q1	$151K	Sell	3,550 -938	-21%	-$38.6K	0.07%	208
2018 Q4	$171K	Buy	4,488 +938	+26%	+$36.3K	0.09%	163
2018 Q3	$146K	Sell	3,550 -460	-11%	-$19.4K	0.07%	219
2018 Q2	$169K	Hold	4,010	–	–	0.07%	197
2018 Q1	$189K	Hold	4,010	–	–	0.09%	184
2017 Q4	$187K	Buy	4,010 +1,495	+59%	+$66.8K	0.09%	178
2017 Q3	$110K	Buy	2,515 +65	+3%	+$2.81K	0.06%	255
2017 Q2	$100K	Buy	2,450 +925	+61%	+$37.5K	0.05%	271
2017 Q1	$62K	Sell	1,525 -1,800	-54%	-$69.5K	0.03%	342
2016 Q4	$120K	Buy	+3,325	New	+$122K	0.07%	213

Other funds holding VWO

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

YorkBridge Wealth Partners's VWO Position: Q4 2022 in Review

YorkBridge Wealth Partners increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 19% in Q4 2022, buying an estimated $78.4K and bringing the position to 12,847 shares worth $501K. The position accounts for 0.13% of the portfolio, ranked #123.

YorkBridge Wealth Partners first reported a position in VWO in Q4 2016 and has held it in 23 quarters since. The position peaked at $685K in Q4 2021. 1,901 funds tracked by Wall St. Rank hold VWO as of Q4 2022.

YorkBridge Wealth Partners held 12,847 shares of Vanguard FTSE Emerging Markets ETF worth $501K as of Q4 2022.
YorkBridge Wealth Partners bought 2,057 Vanguard FTSE Emerging Markets ETF shares in Q4 2022, an estimated $78.4K.
Vanguard FTSE Emerging Markets ETF made up 0.13% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #123 holding.
YorkBridge Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 23 quarters since.
YorkBridge Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $685K in Q4 2021.
1,901 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.