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

IBEX 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	–	Sell	-63	Closed	-$2K	–	392
2019 Q2	$2K	Buy	+63	New	+$2.65K	﹤0.01%	402
2018 Q3	–	Sell	-22,044	Closed	-$1.02M	–	102
2018 Q2	$1.02M	Hold	22,044	–	–	0.41%	73
2018 Q1	$1.02M	Buy	+22,044	New	+$1.06M	0.41%	72
2017 Q4	–	Sell	-17,651	Closed	-$781K	–	143
2017 Q3	$781K	Buy	17,651 +1,205	+7%	+$52.1K	0.29%	85
2017 Q2	$672K	Buy	+16,446	New	+$667K	0.26%	87
2017 Q1	–	Sell	-4,897	Closed	-$181K	–	392
2016 Q4	$181K	Buy	+4,897	New	+$179K	0.09%	118

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

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

IBEX Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2019, closing a stake of 63 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in VWO in Q4 2016 and held it in 6 quarters. The position peaked at $1.02M in Q2 2018. 1,384 funds tracked by Wall St. Rank hold VWO as of Q3 2019.

IBEX Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
IBEX Wealth Advisors sold 63 Vanguard FTSE Emerging Markets ETF shares in Q3 2019, an estimated $2K.
IBEX Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and held it in 6 quarters.
IBEX Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.02M in Q2 2018.
1,384 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.