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Girard Securities’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Girard Securities’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
Q4 		– Sell
-13,281
Closed -$580K – 116
2017
Q3 		$580K Sell
13,281
-419
-3% -$18.1K 0.51% 47
2017
Q2 		$559K Buy
13,700
+1,335
+11% +$54.1K 0.42% 60
2017
Q1 		$491K Buy
12,365
+84
+0.7% +$3.24K 0.42% 66
2016
Q4 		$439K Buy
12,281
+4,838
+65% +$177K 0.38% 76
2016
Q3 		$280K Sell
7,443
-3,523
-32% -$131K 0.29% 103
2016
Q2 		$385K Sell
10,966
-701
-6% -$23.9K 0.35% 88
2016
Q1 		$402K Sell
11,667
-1,226
-10% -$38.4K 0.4% 79
2015
Q4 		$422K Buy
+12,893
New +$444K 0.42% 66

Other funds holding VWO

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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Girard Securities's VWO Position: Q4 2017 in Review

Girard Securities sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2017, closing a stake of 13,281 shares — an estimated $580K sold.

Girard Securities first reported a position in VWO in Q4 2015 and held it in 8 quarters. The position peaked at $580K in Q3 2017. 1,291 funds tracked by Wall St. Rank hold VWO as of Q4 2017.

  • Girard Securities reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2017 after selling out during the quarter.
  • Girard Securities sold 13,281 Vanguard FTSE Emerging Markets ETF shares in Q4 2017, an estimated $580K.
  • Girard Securities first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and held it in 8 quarters.
  • Girard Securities's Vanguard FTSE Emerging Markets ETF position peaked at $580K in Q3 2017.
  • 1,291 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.