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Financial Services Advisory’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Financial Services Advisory’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
Q2 		– Sell
-80,475
Closed -$3.78M – 26
2018
Q1 		$3.78M Buy
+80,475
New +$3.86M 4.03% 12

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Services Advisory's VWO Position: Q2 2018 in Review

Financial Services Advisory sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2018, closing a stake of 80,475 shares — an estimated $3.78M sold.

Financial Services Advisory first reported a position in VWO in Q1 2018 and held it in 1 quarter. The position peaked at $3.78M in Q1 2018. 1,272 funds tracked by Wall St. Rank hold VWO as of Q2 2018.

  • Financial Services Advisory reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
  • Financial Services Advisory sold 80,475 Vanguard FTSE Emerging Markets ETF shares in Q2 2018, an estimated $3.78M.
  • Financial Services Advisory first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 1 quarter.
  • Financial Services Advisory's Vanguard FTSE Emerging Markets ETF position peaked at $3.78M in Q1 2018.
  • 1,272 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2018.

Based on Financial Services Advisory's 13F filing for Q2 2018, filed 6 Jul 2018.