CT Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

CT Financial 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
2017 Q1	$1.29M	Buy	32,502 +1,010	+3%	+$39K	0.8%	36
2016 Q4	$1.13M	Sell	31,492 -2,352	-7%	-$86.1K	0.71%	40
2016 Q3	$1.27M	Buy	33,844 +726	+2%	+$27K	0.78%	37
2016 Q2	$1.17M	Sell	33,118 -1,740	-5%	-$59.4K	0.72%	38
2016 Q1	$1.21M	Sell	34,858 -30,981	-47%	-$972K	0.68%	43
2015 Q4	$2.15M	Buy	65,839 +37,269	+130%	+$1.28M	1.24%	23
2015 Q3	$945K	Buy	28,570 +2,535	+10%	+$92.1K	0.59%	49
2015 Q2	$1.06M	Buy	26,035 +545	+2%	+$23.4K	0.6%	46
2015 Q1	$1.04M	Buy	25,490 +1,085	+4%	+$44.1K	0.58%	48
2014 Q4	$977K	Buy	+24,405	New	+$1M	0.74%	37
2014 Q1	$1.04M	Buy	+25,490	New	+$989K	0.58%	48

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

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

CT Financial Advisors's VWO Position: Q1 2017 in Review

CT Financial Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.2% in Q1 2017, buying an estimated $39K and bringing the position to 32,502 shares worth $1.29M. The position accounts for 0.8% of the portfolio, ranked #36.

CT Financial Advisors first reported a position in VWO in Q1 2014 and has held it in 11 quarters since. The position peaked at $2.15M in Q4 2015. 1,059 funds tracked by Wall St. Rank hold VWO as of Q1 2017.

CT Financial Advisors held 32,502 shares of Vanguard FTSE Emerging Markets ETF worth $1.29M as of Q1 2017.
CT Financial Advisors bought 1,010 Vanguard FTSE Emerging Markets ETF shares in Q1 2017, an estimated $39K.
Vanguard FTSE Emerging Markets ETF made up 0.8% of CT Financial Advisors's portfolio in Q1 2017, its #36 holding.
CT Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2014 and has held it in 11 quarters since.
CT Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.15M in Q4 2015.
1,059 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.