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American Economic Planning Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

American Economic Planning Group’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
2018
Q4 		– Sell
-8,008
Closed -$328K – 85
2018
Q3 		$328K Sell
8,008
-255,670
-97% -$10.8M 0.12% 47
2018
Q2 		$11.1M Buy
263,678
+2,803
+1% +$127K 4.12% 5
2018
Q1 		$12.3M Sell
260,875
-2,486
-0.9% -$119K 4.48% 5
2017
Q4 		$12.1M Sell
263,361
-4,108
-2% -$184K 4.45% 5
2017
Q3 		$11.7M Sell
267,469
-5,348
-2% -$231K 4.39% 5
2017
Q2 		$11.1M Sell
272,817
-6,812
-2% -$276K 4.39% 5
2017
Q1 		$11.1M Sell
279,629
-6,077
-2% -$235K 4.47% 5
2016
Q4 		$10.2M Buy
285,706
+126,790
+80% +$4.64M 4.38% 5
2016
Q3 		$5.98M Sell
158,916
-1,145
-0.7% -$42.6K 2.4% 4
2016
Q2 		$5.64M Sell
160,061
-5,781
-3% -$198K 2.27% 5
2016
Q1 		$5.74M Buy
165,842
+113,675
+218% +$3.56M 2.32% 5
2015
Q4 		$1.71M Sell
52,167
-89,443
-63% -$3.08M 0.66% 11
2015
Q3 		$4.69M Buy
141,610
+7,739
+6% +$281K 2.06% 5
2015
Q2 		$5.47M Sell
133,871
-1,863
-1% -$80K 2.25% 5
2015
Q1 		$5.55M Buy
135,734
+491
+0.4% +$20K 2.1% 6
2014
Q4 		$5.41M Buy
135,243
+3,672
+3% +$151K 2.08% 6
2014
Q3 		$5.49M Sell
131,571
-5,808
-4% -$258K 2.15% 6
2014
Q2 		$5.92M Buy
137,379
+2,906
+2% +$122K 2.17% 6
2014
Q1 		$5.46M Sell
134,473
-2,326
-2% -$90.2K 2.13% 6
2013
Q4 		$5.63M Buy
+136,799
New +$5.64M 2.04% 9

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

American Economic Planning Group's VWO Position: Q4 2018 in Review

American Economic Planning Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2018, closing a stake of 8,008 shares — an estimated $328K sold.

American Economic Planning Group first reported a position in VWO in Q4 2013 and held it in 20 quarters. The position peaked at $12.3M in Q1 2018. 1,371 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

  • American Economic Planning Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
  • American Economic Planning Group sold 8,008 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $328K.
  • American Economic Planning Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and held it in 20 quarters.
  • American Economic Planning Group's Vanguard FTSE Emerging Markets ETF position peaked at $12.3M in Q1 2018.
  • 1,371 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on American Economic Planning Group's 13F filing for Q4 2018, filed 14 Jan 2019.