Sheets Smith Wealth Management Vanguard Ftse Emerging Mkts Et Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 23, 2023	BUY	$39.04 - $43.07 $37,751 - $41,648	967 New	967 $37,000
Q2 2022 Jul 27, 2022	SELL	$40.48 - $47.83 $407,066 - $480,978	-10,056 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$42.79 - $51.23 $256 - $307	6 Added 0.06%	10,056 $464,000
Q4 2021 Jan 20, 2022	SELL	$47.81 - $52.33 $2,438 - $2,668	-51 Reduced 0.5%	10,050 $497,000
Q3 2021 Oct 15, 2021	SELL	$49.35 - $54.02 $793,005 - $868,047	-16,069 Reduced 61.4%	10,101 $505,000
Q2 2021 Aug 03, 2021	SELL	$50.96 - $55.14 $109,360 - $118,330	-2,146 Reduced 7.58%	26,170 $1.42 Million
Q1 2021 Apr 23, 2021	SELL	$50.34 - $56.49 $52,806 - $59,258	-1,049 Reduced 3.57%	28,316 $1.47 Million
Q4 2020 Jan 13, 2021	SELL	$43.14 - $50.24 $211,817 - $246,678	-4,910 Reduced 14.33%	29,365 $1.47 Million
Q3 2020 Oct 26, 2020	BUY	$40.14 - $45.14 $1.38 Million - $1.55 Million	34,275 New	34,275 $1.48 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

Ticker VWO
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