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Peachtree Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Peachtree Investment Advisors’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
Q4 		$9.01M Buy
236,600
+39,845
+20% +$1.54M 6.95% 3
2018
Q3 		$8.07M Sell
196,755
-19,105
-9% -$804K 5.5% 5
2018
Q2 		$9.11M Buy
215,860
+22,835
+12% +$1.03M 6.6% 3
2018
Q1 		$9.07M Buy
193,025
+12,800
+7% +$614K 6.81% 3
2017
Q4 		$8.27M Buy
180,225
+26,082
+17% +$1.17M 6.32% 3
2017
Q3 		$6.72M Buy
154,143
+22,030
+17% +$953K 5.77% 4
2017
Q2 		$5.39M Buy
132,113
+8,025
+6% +$325K 4.62% 4
2017
Q1 		$4.93M Buy
124,088
+19,730
+19% +$761K 4.52% 3
2016
Q4 		$3.73M Buy
104,358
+1,015
+1% +$37.2K 3.66% 4
2016
Q3 		$3.89M Buy
103,343
+44,170
+75% +$1.64M 3.82% 3
2016
Q2 		$2.08M Buy
59,173
+5,490
+10% +$188K 2.12% 12
2016
Q1 		$1.86M Buy
53,683
+10,480
+24% +$329K 1.86% 13
2015
Q4 		$1.41M Buy
+43,203
New +$1.49M 1.48% 22
2015
Q3 		– Sell
-1,298
Closed -$53K – 251
2015
Q2 		$53K Sell
1,298
-250
-16% -$10.7K 0.04% 191
2015
Q1 		$63K Hold
1,548
– – 0.05% 188
2014
Q4 		$62K Hold
1,548
– – 0.04% 195
2014
Q3 		$65K Buy
+1,548
New +$68.7K 0.04% 192

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Peachtree Investment Advisors's VWO Position: Q4 2018 in Review

Peachtree Investment Advisors increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 20% in Q4 2018, buying an estimated $1.54M and bringing the position to 236,600 shares worth $9.01M. The position accounts for 6.95% of the portfolio, ranked #3.

Peachtree Investment Advisors first reported a position in VWO in Q3 2014 and has held it in 17 quarters since. The position peaked at $9.11M in Q2 2018. 1,371 funds tracked by Wall St. Rank hold VWO as of Q4 2018.

  • Peachtree Investment Advisors held 236,600 shares of Vanguard FTSE Emerging Markets ETF worth $9.01M as of Q4 2018.
  • Peachtree Investment Advisors bought 39,845 Vanguard FTSE Emerging Markets ETF shares in Q4 2018, an estimated $1.54M.
  • Vanguard FTSE Emerging Markets ETF made up 6.95% of Peachtree Investment Advisors's portfolio in Q4 2018, its #3 holding.
  • Peachtree Investment Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2014 and has held it in 17 quarters since.
  • Peachtree Investment Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $9.11M in Q2 2018.
  • 1,371 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2018.

Based on Peachtree Investment Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.