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Longer Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Longer Investments’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
Q4 		– Sell
-111,070
Closed -$4.55M – 36
2018
Q3 		$4.55M Buy
+111,070
New +$4.67M 4.38% 7
2016
Q2 		– Sell
-82,830
Closed -$2.86M – 48
2016
Q1 		$2.86M Buy
+82,830
New +$2.6M 2.37% 13

Other funds holding VWO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Longer Investments's VWO Position: Q4 2018 in Review

Longer Investments sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2018, closing a stake of 111,070 shares — an estimated $4.55M sold.

Longer Investments first reported a position in VWO in Q1 2016 and held it in 2 quarters. The position peaked at $4.55M in Q3 2018. 1,371 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

  • Longer Investments reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2018 after selling out during the quarter.
  • Longer Investments sold 111,070 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $4.55M.
  • Longer Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2016 and held it in 2 quarters.
  • Longer Investments's Vanguard FTSE Emerging Markets ETF position peaked at $4.55M in Q3 2018.
  • 1,371 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on Longer Investments's 13F filing for Q4 2018, filed 22 Jan 2019.