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

Advocacy Wealth Management Services’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
2019 Q4	–	Sell	-496	Closed	-$20K	–	160
2019 Q3	$20K	Hold	496	–	–	0.01%	96
2019 Q2	$21K	Buy	+496	New	+$20.9K	0.02%	97
2018 Q2	–	Sell	-20	Closed	-$1K	–	201
2018 Q1	$1K	Hold	20	–	–	﹤0.01%	201
2017 Q4	$1K	Buy	+20	New	+$894	﹤0.01%	214
2016 Q2	–	Sell	-6,564	Closed	-$227K	–	463
2016 Q1	$227K	Sell	6,564 -12,965	-66%	-$407K	0.16%	77
2015 Q4	$641K	Buy	+19,529	New	+$672K	0.72%	38
2013 Q3	$495K	Buy	12,331 +9,886	+404%	+$391K	1.35%	17
2013 Q2	$95K	Buy	+2,445	New	+$103K	0.38%	63

Other funds holding VWO

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advocacy Wealth Management Services's VWO Position: Q4 2019 in Review

Advocacy Wealth Management Services sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2019, closing a stake of 496 shares — an estimated $20K sold.

Advocacy Wealth Management Services first reported a position in VWO in Q2 2013 and held it in 8 quarters. The position peaked at $641K in Q4 2015. 1,553 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

Advocacy Wealth Management Services reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Advocacy Wealth Management Services sold 496 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $20K.
Advocacy Wealth Management Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 8 quarters.
Advocacy Wealth Management Services's Vanguard FTSE Emerging Markets ETF position peaked at $641K in Q4 2015.
1,553 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2019, filed 6 Jan 2020.