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Pacific Sun Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Pacific Sun Financial’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
-118,784
Closed -$5.45M – 206
2017
Q4 		$5.45M Buy
+118,784
New +$5.31M 2.99% 3

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Vanguard Group
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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

Pacific Sun Financial's VWO Position: Q1 2018 in Review

Pacific Sun Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2018, closing a stake of 118,784 shares — an estimated $5.45M sold.

Pacific Sun Financial first reported a position in VWO in Q4 2017 and held it in 1 quarter. The position peaked at $5.45M in Q4 2017. 1,317 funds tracked by Wall St. Rank hold VWO as of Q1 2018.

  • Pacific Sun Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
  • Pacific Sun Financial sold 118,784 Vanguard FTSE Emerging Markets ETF shares in Q1 2018, an estimated $5.45M.
  • Pacific Sun Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 1 quarter.
  • Pacific Sun Financial's Vanguard FTSE Emerging Markets ETF position peaked at $5.45M in Q4 2017.
  • 1,317 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2018.

Based on Pacific Sun Financial's 13F filing for Q1 2018, filed 14 May 2018.