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Biegel & Waller’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Biegel & Waller’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 		– Sell
-7,040
Closed -$287K – 65
2017
Q2 		$287K Buy
+7,040
New +$285K 0.18% 42

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Bank of America
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Vanguard Group
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wealthfront
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Windhaven Investment Management
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Biegel & Waller's VWO Position: Q3 2017 in Review

Biegel & Waller sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2017, closing a stake of 7,040 shares — an estimated $287K sold.

Biegel & Waller first reported a position in VWO in Q2 2017 and held it in 1 quarter. The position peaked at $287K in Q2 2017. 1,125 funds tracked by Wall St. Rank hold VWO as of Q3 2017.

  • Biegel & Waller reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2017 after selling out during the quarter.
  • Biegel & Waller sold 7,040 Vanguard FTSE Emerging Markets ETF shares in Q3 2017, an estimated $287K.
  • Biegel & Waller first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and held it in 1 quarter.
  • Biegel & Waller's Vanguard FTSE Emerging Markets ETF position peaked at $287K in Q2 2017.
  • 1,125 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2017.

Based on Biegel & Waller's 13F filing for Q3 2017, filed 3 Nov 2017.