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

Elite 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
2014
Q4 		– Sell
-564
Closed -$24K – 450
2014
Q3 		$24K Hold
564
– – 0.02% 177
2014
Q2 		$24K Sell
564
-766
-58% -$32.3K 0.02% 162
2014
Q1 		$54K Buy
1,330
+966
+265% +$37.5K 0.04% 121
2013
Q4 		$15K Hold
364
– – 0.01% 314
2013
Q3 		$15K Buy
+364
New +$14.4K 0.01% 277

Other funds holding VWO

BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $140M AUM 12.2% 1-Year Est. Return

Elite Wealth Management's VWO Position: Q4 2014 in Review

Elite Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2014, closing a stake of 564 shares — an estimated $24K sold.

Elite Wealth Management first reported a position in VWO in Q3 2013 and held it in 5 quarters. The position peaked at $54K in Q1 2014. 882 funds tracked by Wall St. Rank hold VWO as of Q4 2014.

  • Elite Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 564 Vanguard FTSE Emerging Markets ETF shares in Q4 2014, an estimated $24K.
  • Elite Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2013 and held it in 5 quarters.
  • Elite Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $54K in Q1 2014.
  • 882 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.