Delphi Private Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Delphi Private 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
2018 Q4	–	Sell	-694	Closed	-$28K	–	70
2018 Q3	$28K	Hold	694	–	–	0.1%	42
2018 Q2	$29K	Hold	694	–	–	0.1%	49
2018 Q1	$33K	Sell	694 -139	-17%	-$6.67K	0.13%	42
2017 Q4	$38K	Buy	833 +199	+31%	+$8.89K	0.09%	90
2017 Q3	$28K	Buy	634 +77	+14%	+$3.33K	0.08%	54
2017 Q2	$19K	Buy	+557	New	+$22.6K	0.04%	76
2017 Q1	–	Sell	-504	Closed	-$18K	–	292
2016 Q4	$18K	Hold	504	–	–	0.03%	75
2016 Q3	$19K	Sell	504 -53	-10%	-$1.97K	0.03%	67
2016 Q2	$20K	Hold	557	–	–	0.04%	90
2016 Q1	$19K	Buy	557 +109	+24%	+$3.42K	0.03%	99
2015 Q4	$15K	Buy	+448	New	+$15.4K	0.03%	126

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

Delphi Private Advisors's VWO Position: Q4 2018 in Review

Delphi Private Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2018, closing a stake of 694 shares — an estimated $28K sold.

Delphi Private Advisors first reported a position in VWO in Q4 2015 and held it in 11 quarters. The position peaked at $38K in Q4 2017. 1,371 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

Delphi Private Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
Delphi Private Advisors sold 694 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $28K.
Delphi Private Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and held it in 11 quarters.
Delphi Private Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $38K in Q4 2017.
1,371 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on Delphi Private Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.