Lourd Capital’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Lourd Capital’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 Q2	$317K	Buy	7,447 +822	+12%	+$34.6K	0.03%	94
2019 Q1	$282K	Buy	+6,625	New	+$273K	0.03%	94
2015 Q3	–	Sell	-48,719	Closed	-$1.99M	–	117
2015 Q2	$1.99M	Sell	48,719 -3,185	-6%	-$137K	0.2%	25
2015 Q1	$2.12M	Sell	51,904 -8,858	-15%	-$360K	0.21%	25
2014 Q4	$2.43M	Buy	60,762 +9,065	+18%	+$373K	0.23%	21
2014 Q3	$2.16M	Buy	51,697 +12,921	+33%	+$574K	0.22%	22
2014 Q2	$1.67M	Buy	38,776 +25,969	+203%	+$1.09M	0.18%	30
2014 Q1	$520K	Sell	12,807 -100	-0.8%	-$3.88K	0.06%	56
2013 Q4	$531K	Buy	12,907 +180	+1%	+$7.42K	0.06%	58
2013 Q3	$511K	Buy	12,727 +2,201	+21%	+$87.1K	0.06%	55
2013 Q2	$408K	Buy	+10,526	New	+$441K	0.05%	67

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Lourd Capital's VWO Position: Q2 2019 in Review

Lourd Capital increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 12% in Q2 2019, buying an estimated $34.6K and bringing the position to 7,447 shares worth $317K. The position accounts for 0.03% of the portfolio, ranked #94.

Lourd Capital first reported a position in VWO in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.43M in Q4 2014. 1,393 funds tracked by Wall St. Rank hold VWO as of Q2 2019.

Lourd Capital held 7,447 shares of Vanguard FTSE Emerging Markets ETF worth $317K as of Q2 2019.
Lourd Capital bought 822 Vanguard FTSE Emerging Markets ETF shares in Q2 2019, an estimated $34.6K.
Vanguard FTSE Emerging Markets ETF made up 0.03% of Lourd Capital's portfolio in Q2 2019, its #94 holding.
Lourd Capital first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 11 quarters since.
Lourd Capital's Vanguard FTSE Emerging Markets ETF position peaked at $2.43M in Q4 2014.
1,393 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2019.

Based on Lourd Capital's 13F filing for Q2 2019, filed 11 Jul 2019.