Abacus Wealth Partners, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Abacus Wealth Partners, LLC

$667 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	SELL	$39.04 - $43.07 $4,372 - $4,823	-112 Reduced 1.01%	10,997 $431 Million
Q2 2023 Jul 25, 2023	SELL	$39.05 - $42.09 $108,402 - $116,841	-2,776 Reduced 19.99%	11,109 $452 Million
Q1 2023 May 19, 2023	BUY	$38.45 - $43.18 $533,878 - $599,554	13,885 New	13,885 $562 Million
Q1 2022 May 31, 2023	SELL	$42.79 - $51.23 $726,959 - $870,346	-16,989 Closed	0 $0
Q4 2021 May 31, 2023	BUY	$47.81 - $52.33 $148,402 - $162,432	3,104 Added 22.36%	16,989 $840 Million
Q3 2021 May 31, 2023	SELL	$49.35 - $54.02 $9,524 - $10,425	-193 Reduced 1.19%	16,077 $804 Million
Q2 2021 May 31, 2023	BUY	$50.96 - $55.14 $121,539 - $131,508	2,385 Added 17.18%	16,270 $884 Million
Q1 2021 May 31, 2023	BUY	$50.34 - $56.49 $9,715 - $10,902	193 Added 1.23%	15,929 $829 Million
Q4 2020 May 31, 2023	BUY	$43.14 - $50.24 $79,852 - $92,994	1,851 Added 13.33%	15,736 $789 Million

Others Institutions Holding VWO

# of Institutions

2,270

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.53 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.97 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.79 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.65 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.15 Billion
0.17% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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