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

Catamount 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
2018 Q4	–	Sell	-319	Closed	-$13K	–	229
2018 Q3	$13K	Hold	319	–	–	0.01%	136
2018 Q2	$14K	Hold	319	–	–	0.01%	131
2018 Q1	$15K	Hold	319	–	–	0.01%	124
2017 Q4	$15K	Buy	+319	New	+$14.3K	0.01%	121
2015 Q3	–	Sell	-16	Closed	-$1K	–	204
2015 Q2	$1K	Hold	16	–	–	﹤0.01%	194
2015 Q1	$1K	Buy	+16	New	+$651	﹤0.01%	163

Other funds holding VWO

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Catamount Wealth Management's VWO Position: Q4 2018 in Review

Catamount Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2018, closing a stake of 319 shares — an estimated $13K sold.

Catamount Wealth Management first reported a position in VWO in Q1 2015 and held it in 6 quarters. The position peaked at $15K in Q1 2018. 1,370 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

Catamount Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
Catamount Wealth Management sold 319 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $13K.
Catamount Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2015 and held it in 6 quarters.
Catamount Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $15K in Q1 2018.
1,370 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on Catamount Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.