Hefty Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Hefty Wealth Partners’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 Q1	$209K	Sell	4,442 -1,397	-24%	-$67K	0.13%	86
2017 Q4	$268K	Buy	5,839 +750	+15%	+$33.5K	0.17%	80
2017 Q3	$222K	Buy	5,089 +650	+15%	+$28.1K	0.15%	77
2017 Q2	$181K	Sell	4,439 -13	-0.3%	-$527	0.12%	80
2017 Q1	$176K	Sell	4,452 -155	-3%	-$5.98K	0.13%	81
2016 Q4	$164K	Sell	4,607 -120	-3%	-$4.39K	0.14%	74
2016 Q3	$177K	Buy	4,727 +45	+1%	+$1.68K	0.13%	84
2016 Q2	$164K	Sell	4,682 -74	-2%	-$2.53K	0.14%	85
2016 Q1	$164K	Buy	4,756 +855	+22%	+$26.8K	0.15%	87
2015 Q4	$127K	Buy	+3,901	New	+$134K	0.12%	92

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

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

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

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Hefty Wealth Partners's VWO Position: Q1 2018 in Review

Hefty Wealth Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 24% in Q1 2018, selling an estimated $67K and leaving 4,442 shares worth $209K. The position accounts for 0.13% of the portfolio, ranked #86.

Hefty Wealth Partners first reported a position in VWO in Q4 2015 and has held it in 10 quarters since. The position peaked at $268K in Q4 2017. 1,317 funds tracked by Wall St. Rank hold VWO as of Q1 2018.

Hefty Wealth Partners held 4,442 shares of Vanguard FTSE Emerging Markets ETF worth $209K as of Q1 2018.
Hefty Wealth Partners sold 1,397 Vanguard FTSE Emerging Markets ETF shares in Q1 2018, an estimated $67K.
Vanguard FTSE Emerging Markets ETF made up 0.13% of Hefty Wealth Partners's portfolio in Q1 2018, its #86 holding.
Hefty Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and has held it in 10 quarters since.
Hefty Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $268K in Q4 2017.
1,317 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.