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Bruderman Asset Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bruderman Asset 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
2019
Q2 		– Sell
-704
Closed -$30K – 559
2019
Q1 		$30K Hold
704
– – 0.01% 328
2018
Q4 		$27K Buy
+704
New +$27.3K 0.01% 310

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BA
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Betterment LLC
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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Bruderman Asset Management's VWO Position: Q2 2019 in Review

Bruderman Asset Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2019, closing a stake of 704 shares — an estimated $30K sold.

Bruderman Asset Management first reported a position in VWO in Q4 2018 and held it in 2 quarters. The position peaked at $30K in Q1 2019. 1,393 funds tracked by Wall St. Rank hold VWO as of Q2 2019.

  • Bruderman Asset Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 704 Vanguard FTSE Emerging Markets ETF shares in Q2 2019, an estimated $30K.
  • Bruderman Asset Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 2 quarters.
  • Bruderman Asset Management's Vanguard FTSE Emerging Markets ETF position peaked at $30K in Q1 2019.
  • 1,393 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.