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Legacy Wealth Management (Tennessee)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Legacy Wealth Management (Tennessee)’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 		– Sell
-19
Closed -$688 – 68
2016
Q4 		$688 Buy
+19
New +$696 ﹤0.01% 78
2014
Q1 		– Sell
-438,275
Closed -$18M – 7
2013
Q4 		$18M Sell
438,275
-72,837
-14% -$3M 9.16% 4
2013
Q3 		$20.5M Buy
511,112
+32,953
+7% +$1.3M 11.64% 3
2013
Q2 		$18.6M Buy
+478,159
New +$20M 11% 3

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

Legacy Wealth Management (Tennessee)'s VWO Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2017, closing a stake of 19 shares — an estimated $688 sold.

Legacy Wealth Management (Tennessee) first reported a position in VWO in Q2 2013 and held it in 4 quarters. The position peaked at $20.5M in Q3 2013. 1,059 funds tracked by Wall St. Rank hold VWO as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 19 Vanguard FTSE Emerging Markets ETF shares in Q1 2017, an estimated $688.
  • Legacy Wealth Management (Tennessee) first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and held it in 4 quarters.
  • Legacy Wealth Management (Tennessee)'s Vanguard FTSE Emerging Markets ETF position peaked at $20.5M in Q3 2013.
  • 1,059 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.