New England Investment & Retirement Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

New England Investment & Retirement Group’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
2020 Q2	–	Sell	-792	Closed	-$27K	–	206
2020 Q1	$27K	Buy	+792	New	+$32.3K	0.01%	107
2015 Q3	–	Sell	-19,211	Closed	-$768K	–	67
2015 Q2	$768K	Buy	19,211 +5,324	+38%	+$229K	0.37%	46
2015 Q1	$568K	Buy	+13,887	New	+$565K	0.25%	48

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Investment & Retirement Group's VWO Position: Q2 2020 in Review

New England Investment & Retirement Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2020, closing a stake of 792 shares — an estimated $27K sold.

New England Investment & Retirement Group first reported a position in VWO in Q1 2015 and held it in 3 quarters. The position peaked at $768K in Q2 2015. 1,436 funds tracked by Wall St. Rank hold VWO as of Q2 2020.

New England Investment & Retirement Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2020 after selling out during the quarter.
New England Investment & Retirement Group sold 792 Vanguard FTSE Emerging Markets ETF shares in Q2 2020, an estimated $27K.
New England Investment & Retirement Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2015 and held it in 3 quarters.
New England Investment & Retirement Group's Vanguard FTSE Emerging Markets ETF position peaked at $768K in Q2 2015.
1,436 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2020.

Based on New England Investment & Retirement Group's 13F filing for Q2 2020, filed 3 Aug 2020.