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O'Brien Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

O'Brien Wealth 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
2019
Q3 		– Sell
-5,358
Closed -$229K – 41
2019
Q2 		$229K Sell
5,358
-763
-12% -$32.1K 0.17% 37
2019
Q1 		$260K Sell
6,121
-166
-3% -$6.84K 0.18% 32
2018
Q4 		$252K Sell
6,287
-3,091
-33% -$120K 0.17% 32
2018
Q3 		$384K Buy
9,378
+2,787
+42% +$117K 0.25% 22
2018
Q2 		$278K Sell
6,591
-744
-10% -$33.6K 0.21% 18
2018
Q1 		$345K Sell
7,335
-7,373
-50% -$354K 0.24% 21
2017
Q4 		$675K Sell
14,708
-853
-5% -$38.1K 0.43% 16
2017
Q3 		$678K Sell
15,561
-850
-5% -$36.8K 0.35% 18
2017
Q2 		$670K Sell
16,411
-3,434
-17% -$139K 0.35% 18
2017
Q1 		$788K Sell
19,845
-3,079
-13% -$119K 0.44% 20
2016
Q4 		$820K Sell
22,924
-5,230
-19% -$192K 0.49% 21
2016
Q3 		$1.06M Sell
28,154
-245
-0.9% -$9.12K 0.69% 20
2016
Q2 		$1M Sell
28,399
-1,128
-4% -$38.5K 0.7% 19
2016
Q1 		$1.02M Sell
29,527
-7,176
-20% -$225K 0.79% 19
2015
Q4 		$1.2M Buy
+36,703
New +$1.26M 1.17% 17

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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 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

O'Brien Wealth Partners's VWO Position: Q3 2019 in Review

O'Brien Wealth Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2019, closing a stake of 5,358 shares — an estimated $229K sold.

O'Brien Wealth Partners first reported a position in VWO in Q4 2015 and held it in 15 quarters. The position peaked at $1.2M in Q4 2015. 1,385 funds tracked by Wall St. Rank hold VWO as of Q3 2019.

  • O'Brien Wealth Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
  • O'Brien Wealth Partners sold 5,358 Vanguard FTSE Emerging Markets ETF shares in Q3 2019, an estimated $229K.
  • O'Brien Wealth Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2015 and held it in 15 quarters.
  • O'Brien Wealth Partners's Vanguard FTSE Emerging Markets ETF position peaked at $1.2M in Q4 2015.
  • 1,385 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2019.

Based on O'Brien Wealth Partners's 13F filing for Q3 2019, filed 4 Oct 2019.