Personal Financial Consultants’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Personal Financial Consultants’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 Q2	$10.7M	Buy	250,818 +3,584	+1%	+$151K	8.01%	4
2019 Q1	$10.5M	Buy	247,234 +29,607	+14%	+$1.22M	8.06%	4
2018 Q4	$8.29M	Sell	217,627 -16,627	-7%	-$644K	7%	5
2018 Q3	$9.6M	Buy	+234,254	New	+$9.85M	7%	5

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

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

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

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

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

Personal Financial Consultants's VWO Position: Q2 2019 in Review

Personal Financial Consultants increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 1.4% in Q2 2019, buying an estimated $151K and bringing the position to 250,818 shares worth $10.7M. The position accounts for 8.01% of the portfolio, ranked #4.

Personal Financial Consultants first reported a position in VWO in Q3 2018 and has held it in 4 quarters since. 1,393 funds tracked by Wall St. Rank hold VWO as of Q2 2019.

Personal Financial Consultants held 250,818 shares of Vanguard FTSE Emerging Markets ETF worth $10.7M as of Q2 2019.
Personal Financial Consultants bought 3,584 Vanguard FTSE Emerging Markets ETF shares in Q2 2019, an estimated $151K.
Vanguard FTSE Emerging Markets ETF made up 8.01% of Personal Financial Consultants's portfolio in Q2 2019, its #4 holding.
Personal Financial Consultants first reported a position in Vanguard FTSE Emerging Markets ETF in Q3 2018 and has held it in 4 quarters since.
1,393 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2019.

Based on Personal Financial Consultants's 13F filing for Q2 2019, filed 25 Jul 2019.