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Mosaic Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Mosaic Financial Partners’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 		$730K Sell
17,303
-933
-5% -$42.1K 0.48% 32
2018
Q1 		$856K Hold
18,236
– – 0.52% 32
2017
Q4 		$837K Sell
18,236
-387
-2% -$17.3K 0.48% 34
2017
Q3 		$811K Hold
18,623
– – 0.5% 30
2017
Q2 		$760K Buy
18,623
+695
+4% +$28.2K 0.47% 31
2017
Q1 		$712K Sell
17,928
-1,257
-7% -$48.5K 0.45% 32
2016
Q4 		$686K Sell
19,185
-1,687
-8% -$61.8K 0.44% 32
2016
Q3 		$785K Sell
20,872
-2,810
-12% -$105K 0.48% 31
2016
Q2 		$834K Sell
23,682
-614
-3% -$21K 0.51% 31
2016
Q1 		$840K Sell
24,296
-1,243
-5% -$39K 0.54% 32
2015
Q4 		$835K Sell
25,539
-18,158
-42% -$625K 0.54% 31
2015
Q3 		$1.45M Buy
43,697
+13,155
+43% +$478K 0.92% 28
2015
Q2 		$1.25M Sell
30,542
-232
-0.8% -$9.97K 0.86% 28
2015
Q1 		$1.26M Sell
30,774
-360
-1% -$14.6K 0.86% 28
2014
Q4 		$1.25M Hold
31,134
– – 0.84% 29
2014
Q3 		$1.3M Sell
31,134
-2,439
-7% -$108K 0.92% 28
2014
Q2 		$1.45M Sell
33,573
-1,622
-5% -$68.3K 0.99% 23
2014
Q1 		$1.43M Sell
35,195
-1,189
-3% -$46.1K 1.02% 25
2013
Q4 		$1.5M Sell
36,384
-679
-2% -$28K 1.09% 21
2013
Q3 		$1.49M Sell
37,063
-9,731
-21% -$385K 1.16% 24
2013
Q2 		$1.81M Buy
+46,794
New +$1.96M 1.42% 20

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

Mosaic Financial Partners's VWO Position: Q2 2018 in Review

Mosaic Financial Partners reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 5.1% in Q2 2018, selling an estimated $42.1K and leaving 17,303 shares worth $730K. The position accounts for 0.48% of the portfolio, ranked #32.

Mosaic Financial Partners first reported a position in VWO in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.81M in Q2 2013. 1,272 funds tracked by Wall St. Rank hold VWO as of Q2 2018.

  • Mosaic Financial Partners held 17,303 shares of Vanguard FTSE Emerging Markets ETF worth $730K as of Q2 2018.
  • Mosaic Financial Partners sold 933 Vanguard FTSE Emerging Markets ETF shares in Q2 2018, an estimated $42.1K.
  • Vanguard FTSE Emerging Markets ETF made up 0.48% of Mosaic Financial Partners's portfolio in Q2 2018, its #32 holding.
  • Mosaic Financial Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2013 and has held it in 21 quarters since.
  • Mosaic Financial Partners's Vanguard FTSE Emerging Markets ETF position peaked at $1.81M in Q2 2013.
  • 1,272 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2018.

Based on Mosaic Financial Partners's 13F filing for Q2 2018, filed 20 Jul 2018.