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Appropriate Balance Financial Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Appropriate Balance Financial 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
2017
Q3 		$87.2K Buy
3,800
+361
+10% +$15.6K 4.33% 10
2017
Q2 		$84.2K Buy
3,439
+83
+2% +$3.36K 4.27% 10
2017
Q1 		$84.5K Sell
3,356
-77,320
-96% -$2.98M 4.23% 10
2016
Q4 		$2.89M Buy
80,676
+1,000
+1% +$36.6K 1.77% 12
2016
Q3 		$3M Buy
79,676
+857
+1% +$31.9K 1.92% 12
2016
Q2 		$2.78M Buy
+78,819
New +$2.69M 1.84% 12

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Appropriate Balance Financial Services's VWO Position: Q3 2017 in Review

Appropriate Balance Financial Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 10% in Q3 2017, buying an estimated $15.6K and bringing the position to 3,800 shares worth $87.2K. The position accounts for 4.33% of the portfolio, ranked #10.

Appropriate Balance Financial Services first reported a position in VWO in Q2 2016 and has held it in 6 quarters since. The position peaked at $3M in Q3 2016. 1,123 funds tracked by Wall St. Rank hold VWO as of Q3 2017.

  • Appropriate Balance Financial Services held 3,800 shares of Vanguard FTSE Emerging Markets ETF worth $87.2K as of Q3 2017.
  • Appropriate Balance Financial Services bought 361 Vanguard FTSE Emerging Markets ETF shares in Q3 2017, an estimated $15.6K.
  • Vanguard FTSE Emerging Markets ETF made up 4.33% of Appropriate Balance Financial Services's portfolio in Q3 2017, its #10 holding.
  • Appropriate Balance Financial Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2016 and has held it in 6 quarters since.
  • Appropriate Balance Financial Services's Vanguard FTSE Emerging Markets ETF position peaked at $3M in Q3 2016.
  • 1,123 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q3 2017, filed 10 Oct 2017.