Guidant Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Guidant Wealth 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
2019 Q3	$19.4M	Buy	482,822 +49,749	+11%	+$2.05M	7.22%	1
2019 Q2	$18.4M	Buy	433,073 +26,837	+7%	+$1.13M	7.11%	1
2019 Q1	$17.3M	Buy	406,236 +31,538	+8%	+$1.3M	6.73%	1
2018 Q4	$14.3M	Sell	374,698 -26,402	-7%	-$1.02M	6.66%	1
2018 Q3	$16.5M	Buy	401,100 +26,975	+7%	+$1.13M	6.89%	3
2018 Q2	$15.6M	Buy	374,125 +18,674	+5%	+$843K	6.8%	3
2018 Q1	$16.5M	Buy	355,451 +6,759	+2%	+$324K	7.44%	2
2017 Q4	$16.7M	Buy	348,692 +7,004	+2%	+$313K	7.47%	3
2017 Q3	$15.1M	Buy	341,688 +8,148	+2%	+$353K	10.73%	1
2017 Q2	$13.6M	Buy	333,540 +1,900	+0.6%	+$77K	7.04%	1
2017 Q1	$13.3M	Buy	331,640 +20,724	+7%	+$800K	6.97%	1
2016 Q4	$11.6M	Buy	310,916 +82,480	+36%	+$3.02M	6.55%	1
2016 Q3	$8.57M	Buy	+228,436	New	+$8.5M	5.27%	3

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

Guidant Wealth Advisors's VWO Position: Q3 2019 in Review

Guidant Wealth Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 11% in Q3 2019, buying an estimated $2.05M and bringing the position to 482,822 shares worth $19.4M. The position accounts for 7.22% of the portfolio, ranked #1.

Guidant Wealth Advisors first reported a position in VWO in Q3 2016 and has held it in 13 quarters since. 1,384 funds tracked by Wall St. Rank hold VWO as of Q3 2019.

Guidant Wealth Advisors held 482,822 shares of Vanguard FTSE Emerging Markets ETF worth $19.4M as of Q3 2019.
Guidant Wealth Advisors bought 49,749 Vanguard FTSE Emerging Markets ETF shares in Q3 2019, an estimated $2.05M.
Vanguard FTSE Emerging Markets ETF made up 7.22% of Guidant Wealth Advisors's portfolio in Q3 2019, its #1 holding.
Guidant Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2016 and has held it in 13 quarters since.
1,384 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2019.

Based on Guidant Wealth Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.