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

LBA 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
2017
Q1 		$8.14M Buy
205,011
+36,200
+21% +$1.4M 4.29% 5
2016
Q4 		$6.04M Buy
168,811
+47,295
+39% +$1.73M 3.31% 7
2016
Q3 		$4.57M Buy
121,516
+35,319
+41% +$1.31M 2.58% 9
2016
Q2 		$3.04M Buy
86,197
+70,891
+463% +$2.42M 1.7% 10
2016
Q1 		$529K Buy
15,306
+6,430
+72% +$202K 0.31% 56
2015
Q4 		$290K Buy
8,876
+8,875
+887,500% +$305K 0.17% 96
2015
Q3 		$0 Sell
1
-71,052
-100% -$2.58M ﹤0.01% 376
2015
Q2 		$2.9M Buy
71,053
+9,941
+16% +$427K 1.82% 10
2015
Q1 		$2.5M Buy
61,112
+2,125
+4% +$86.4K 1.57% 10
2014
Q4 		$2.36M Buy
58,987
+5,802
+11% +$239K 1.56% 10
2014
Q3 		$2.22M Buy
53,185
+710
+1% +$31.5K 1.54% 10
2014
Q2 		$2.26M Sell
52,475
-220
-0.4% -$9.27K 1.85% 8
2014
Q1 		$2.14M Sell
52,695
-12,557
-19% -$487K 1.75% 9
2013
Q4 		$2.68M Buy
+65,252
New +$2.69M 2.21% 8

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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LBA Wealth Management's VWO Position: Q1 2017 in Review

LBA Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 21% in Q1 2017, buying an estimated $1.4M and bringing the position to 205,011 shares worth $8.14M. The position accounts for 4.29% of the portfolio, ranked #5.

LBA Wealth Management first reported a position in VWO in Q4 2013 and has held it in 14 quarters since. 1,059 funds tracked by Wall St. Rank hold VWO as of Q1 2017.

  • LBA Wealth Management held 205,011 shares of Vanguard FTSE Emerging Markets ETF worth $8.14M as of Q1 2017.
  • LBA Wealth Management bought 36,200 Vanguard FTSE Emerging Markets ETF shares in Q1 2017, an estimated $1.4M.
  • Vanguard FTSE Emerging Markets ETF made up 4.29% of LBA Wealth Management's portfolio in Q1 2017, its #5 holding.
  • LBA Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and has held it in 14 quarters since.
  • 1,059 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.