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

Braver 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
2016 Q4	$1.07M	Buy	30,023 +17,843	+146%	+$654K	0.17%	94
2016 Q3	$458K	Buy	12,180 +400	+3%	+$14.9K	0.08%	111
2016 Q2	$415K	Sell	11,780 -83	-0.7%	-$2.84K	0.07%	104
2016 Q1	$410K	Sell	11,863 -54,263	-82%	-$1.7M	0.07%	113
2015 Q4	$2.16M	Sell	66,126 -32,075	-33%	-$1.1M	0.44%	55
2015 Q3	$3.25M	Sell	98,201 -41,783	-30%	-$1.52M	0.81%	32
2015 Q2	$5.72M	Sell	139,984 -1,184	-0.8%	-$50.9K	1.39%	17
2015 Q1	$5.77M	Buy	+141,168	New	+$5.74M	1.18%	20
2014 Q4	–	Sell	-30,061	Closed	-$1.25M	–	92
2014 Q3	$1.25M	Sell	30,061 -253	-0.8%	-$11.2K	0.38%	49
2014 Q2	$1.31M	Sell	30,314 -686	-2%	-$28.9K	0.34%	51
2014 Q1	$1.26M	Buy	31,000 +2,912	+10%	+$113K	0.36%	46
2013 Q4	$1.16M	Buy	28,088 +4	+0%	+$165	0.4%	48
2013 Q3	$1.13M	Sell	28,084 -175	-0.6%	-$6.92K	0.39%	50
2013 Q2	$1.1M	Buy	+28,259	New	+$1.18M	0.5%	40

Other funds holding VWO

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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

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

ACI

AMP Capital Investors Sydney, Australia $2.37B AUM 23.59% 1-Year Est. Return

Braver Wealth Management's VWO Position: Q4 2016 in Review

Braver Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 146% in Q4 2016, buying an estimated $654K and bringing the position to 30,023 shares worth $1.07M. The position accounts for 0.17% of the portfolio, ranked #94.

Braver Wealth Management first reported a position in VWO in Q2 2013 and has held it in 14 quarters since. The position peaked at $5.77M in Q1 2015. 1,009 funds tracked by Wall St. Rank hold VWO as of Q4 2016.

Braver Wealth Management held 30,023 shares of Vanguard FTSE Emerging Markets ETF worth $1.07M as of Q4 2016.
Braver Wealth Management bought 17,843 Vanguard FTSE Emerging Markets ETF shares in Q4 2016, an estimated $654K.
Vanguard FTSE Emerging Markets ETF made up 0.17% of Braver Wealth Management's portfolio in Q4 2016, its #94 holding.
Braver Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 14 quarters since.
Braver Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $5.77M in Q1 2015.
1,009 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.