OptiFour Integrated Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

OptiFour Integrated Wealth Management’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 Q4	$247K	Buy	5,550 +141	+3%	+$5.97K	0.17%	66
2019 Q3	$218K	Sell	5,409 -184	-3%	-$7.59K	0.15%	68
2019 Q2	$238K	Hold	5,593	–	–	0.17%	74
2019 Q1	$238K	Hold	5,593	–	–	0.19%	44
2018 Q4	$213K	Buy	5,593 +6	+0.1%	+$232	0.19%	45
2018 Q3	$229K	Hold	5,587	–	–	0.19%	51
2018 Q2	$236K	Sell	5,587 -307	-5%	-$13.9K	0.2%	48
2018 Q1	$277K	Buy	5,894 +549	+10%	+$26.3K	0.23%	46
2017 Q4	$245K	Buy	+5,345	New	+$239K	0.2%	52

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

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

OptiFour Integrated Wealth Management's VWO Position: Q4 2019 in Review

OptiFour Integrated Wealth Management increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 2.6% in Q4 2019, buying an estimated $5.97K and bringing the position to 5,550 shares worth $247K. The position accounts for 0.17% of the portfolio, ranked #66.

OptiFour Integrated Wealth Management first reported a position in VWO in Q4 2017 and has held it in 9 quarters since. The position peaked at $277K in Q1 2018. 1,553 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

OptiFour Integrated Wealth Management held 5,550 shares of Vanguard FTSE Emerging Markets ETF worth $247K as of Q4 2019.
OptiFour Integrated Wealth Management bought 141 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $5.97K.
Vanguard FTSE Emerging Markets ETF made up 0.17% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #66 holding.
OptiFour Integrated Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 9 quarters since.
OptiFour Integrated Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $277K in Q1 2018.
1,553 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.