LFS
VWO icon

Legacy Financial Strategies’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Legacy Financial Strategies’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
Q2 		– Sell
-6,054
Closed -$284K – 102
2018
Q1 		$284K Buy
+6,054
New +$290K 0.28% 81

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Legacy Financial Strategies's VWO Position: Q2 2018 in Review

Legacy Financial Strategies sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2018, closing a stake of 6,054 shares — an estimated $284K sold.

Legacy Financial Strategies first reported a position in VWO in Q1 2018 and held it in 1 quarter. The position peaked at $284K in Q1 2018. 1,273 funds tracked by Wall St. Rank hold VWO as of Q2 2018.

  • Legacy Financial Strategies reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
  • Legacy Financial Strategies sold 6,054 Vanguard FTSE Emerging Markets ETF shares in Q2 2018, an estimated $284K.
  • Legacy Financial Strategies first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 1 quarter.
  • Legacy Financial Strategies's Vanguard FTSE Emerging Markets ETF position peaked at $284K in Q1 2018.
  • 1,273 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2018.

Based on Legacy Financial Strategies's 13F filing for Q2 2018, filed 14 Aug 2018.