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LVZ Inc’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

LVZ Inc’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
Q1 		– Sell
-13,729
Closed -$630K – 80
2017
Q4 		$630K Buy
13,729
+3,328
+32% +$149K 0.19% 35
2017
Q3 		$453K Buy
+10,401
New +$450K 0.15% 38

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BA
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LVZ Inc's VWO Position: Q1 2018 in Review

LVZ Inc sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2018, closing a stake of 13,729 shares — an estimated $630K sold.

LVZ Inc first reported a position in VWO in Q3 2017 and held it in 2 quarters. The position peaked at $630K in Q4 2017. 1,317 funds tracked by Wall St. Rank hold VWO as of Q1 2018.

  • LVZ Inc reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
  • LVZ Inc sold 13,729 Vanguard FTSE Emerging Markets ETF shares in Q1 2018, an estimated $630K.
  • LVZ Inc first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2017 and held it in 2 quarters.
  • LVZ Inc's Vanguard FTSE Emerging Markets ETF position peaked at $630K in Q4 2017.
  • 1,317 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2018.

Based on LVZ Inc's 13F filing for Q1 2018, filed 25 Apr 2018.