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Beacon Harbor Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Beacon Harbor Wealth Advisors’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
-107,746
Closed -$4.45M – 60
2019
Q3 		$4.45M Buy
+107,746
New +$4.45M 2.84% 8

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Beacon Harbor Wealth Advisors's VWO Position: Q4 2019 in Review

Beacon Harbor Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2019, closing a stake of 107,746 shares — an estimated $4.45M sold.

Beacon Harbor Wealth Advisors first reported a position in VWO in Q3 2019 and held it in 1 quarter. The position peaked at $4.45M in Q3 2019. 1,553 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

  • Beacon Harbor Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 107,746 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $4.45M.
  • Beacon Harbor Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2019 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $4.45M in Q3 2019.
  • 1,553 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.