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

Gupta 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
2016
Q1 		$1.94M Buy
55,968
+3,586
+7% +$112K 0.45% 52
2015
Q4 		$1.71M Buy
52,382
+24,579
+88% +$846K 0.44% 54
2015
Q3 		$920K Buy
27,803
+1,051
+4% +$38.2K 0.22% 92
2015
Q2 		$1.09M Buy
26,752
+3,853
+17% +$166K 0.27% 84
2015
Q1 		$936K Buy
+22,899
New +$931K 0.28% 85

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Gupta Wealth Management's VWO Position: Q1 2016 in Review

Gupta Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.8% in Q1 2016, buying an estimated $112K and bringing the position to 55,968 shares worth $1.94M. The position accounts for 0.45% of the portfolio, ranked #52.

Gupta Wealth Management first reported a position in VWO in Q1 2015 and has held it in 5 quarters since. 888 funds tracked by Wall St. Rank hold VWO as of Q1 2016.

  • Gupta Wealth Management held 55,968 shares of Vanguard FTSE Emerging Markets ETF worth $1.94M as of Q1 2016.
  • Gupta Wealth Management bought 3,586 Vanguard FTSE Emerging Markets ETF shares in Q1 2016, an estimated $112K.
  • Vanguard FTSE Emerging Markets ETF made up 0.45% of Gupta Wealth Management's portfolio in Q1 2016, its #52 holding.
  • Gupta Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2015 and has held it in 5 quarters since.
  • 888 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.