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

Aevitas Wealth Management’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 Q2	–	Sell	-568	Closed	-$24K	–	348
2019 Q1	$24K	Buy	568 +139	+32%	+$5.72K	0.02%	246
2018 Q4	$16K	Buy	429 +4	+0.9%	+$155	0.02%	269
2018 Q3	$17K	Hold	425	–	–	0.02%	304
2018 Q2	$18K	Buy	425 +1	+0.2%	+$45	0.02%	288
2018 Q1	$20K	Buy	424 +30	+8%	+$1.44K	0.02%	256
2017 Q4	$18K	Buy	+394	New	+$17.6K	0.02%	271

Other funds holding VWO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Aevitas Wealth Management's VWO Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2019, closing a stake of 568 shares — an estimated $24K sold.

Aevitas Wealth Management first reported a position in VWO in Q4 2017 and held it in 6 quarters. The position peaked at $24K in Q1 2019. 1,393 funds tracked by Wall St. Rank hold VWO as of Q2 2019.

Aevitas Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 568 Vanguard FTSE Emerging Markets ETF shares in Q2 2019, an estimated $24K.
Aevitas Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $24K in Q1 2019.
1,393 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.