Evelyn V. Moreno’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Evelyn V. Moreno’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	-7,800	Closed	-$332K	–	65
2019 Q1	$332K	Hold	7,800	–	–	0.1%	60
2018 Q4	$297K	Hold	7,800	–	–	0.1%	61
2018 Q3	$320K	Hold	7,800	–	–	0.09%	63
2018 Q2	$329K	Buy	7,800 +150	+2%	+$6.77K	0.1%	62
2018 Q1	$359K	Buy	7,650 +150	+2%	+$7.19K	0.11%	56
2017 Q4	$344K	Sell	7,500 -1,890	-20%	-$84.5K	0.1%	60
2017 Q3	$409K	Sell	9,390 -300	-3%	-$13K	0.12%	59
2017 Q2	$395K	Hold	9,690	–	–	0.12%	60
2017 Q1	$385K	Buy	9,690 +1,890	+24%	+$72.9K	0.12%	61
2016 Q4	$279K	Sell	7,800 -5,800	-43%	-$212K	0.1%	64
2016 Q3	$512K	Sell	13,600 -900	-6%	-$33.5K	0.19%	58
2016 Q2	$511K	Hold	14,500	–	–	0.19%	56
2016 Q1	$501K	Sell	14,500 -1,612	-10%	-$50.5K	0.19%	56
2015 Q4	$527K	Sell	16,112 -228,063	-93%	-$7.85M	0.22%	56
2015 Q3	$8.08M	Buy	244,175 +1,665	+0.7%	+$60.5K	3.47%	2
2015 Q2	$9.91M	Sell	242,510 -750	-0.3%	-$32.2K	3.94%	2
2015 Q1	$9.94M	Sell	243,260 -10,150	-4%	-$413K	3.76%	2
2014 Q4	$10.1M	Buy	253,410 +1,677	+0.7%	+$69K	3.73%	2
2014 Q3	$10.5M	Sell	251,733 -865	-0.3%	-$38.4K	4.03%	2
2014 Q2	$10.9M	Buy	252,598 +7,040	+3%	+$297K	4.09%	2
2014 Q1	$9.96M	Buy	245,558 +33,540	+16%	+$1.3M	3.92%	2
2013 Q4	$8.72M	Buy	+212,018	New	+$8.74M	3.6%	2

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Evelyn V. Moreno's VWO Position: Q2 2019 in Review

Evelyn V. Moreno sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2019, closing a stake of 7,800 shares — an estimated $332K sold.

Evelyn V. Moreno first reported a position in VWO in Q4 2013 and held it in 22 quarters. The position peaked at $10.9M in Q2 2014. 1,393 funds tracked by Wall St. Rank hold VWO as of Q2 2019.

Evelyn V. Moreno reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
Evelyn V. Moreno sold 7,800 Vanguard FTSE Emerging Markets ETF shares in Q2 2019, an estimated $332K.
Evelyn V. Moreno first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and held it in 22 quarters.
Evelyn V. Moreno's Vanguard FTSE Emerging Markets ETF position peaked at $10.9M in Q2 2014.
1,393 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2019.

Based on Evelyn V. Moreno's 13F filing for Q2 2019, filed 1 Aug 2019.