ZWJ Investment Counsel’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

ZWJ Investment Counsel’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
2021 Q4	–	Sell	-5,183	Closed	-$259K	–	182
2021 Q3	$259K	Sell	5,183 -125	-2%	-$6.46K	0.01%	153
2021 Q2	$288K	Buy	+5,308	New	+$283K	0.02%	147
2018 Q1	–	Sell	-6,134	Closed	-$282K	–	273
2017 Q4	$282K	Buy	6,134 +681	+12%	+$30.4K	0.02%	236
2017 Q3	$238K	Buy	+5,453	New	+$236K	0.02%	261

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

ZWJ Investment Counsel's VWO Position: Q4 2021 in Review

ZWJ Investment Counsel sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2021, closing a stake of 5,183 shares — an estimated $259K sold.

ZWJ Investment Counsel first reported a position in VWO in Q3 2017 and held it in 4 quarters. The position peaked at $288K in Q2 2021. 1,920 funds tracked by Wall St. Rank hold VWO as of Q4 2021.

ZWJ Investment Counsel reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2021 after selling out during the quarter.
ZWJ Investment Counsel sold 5,183 Vanguard FTSE Emerging Markets ETF shares in Q4 2021, an estimated $259K.
ZWJ Investment Counsel first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2017 and held it in 4 quarters.
ZWJ Investment Counsel's Vanguard FTSE Emerging Markets ETF position peaked at $288K in Q2 2021.
1,920 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2021.

Based on ZWJ Investment Counsel's 13F filing for Q4 2021, filed 31 Mar 2022.