PHH Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

PHH Investments’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	$1.53M	Sell	34,433 -1,237	-3%	-$52.4K	0.4%	32
2019 Q3	$1.44M	Buy	35,670 +264	+0.7%	+$10.9K	0.4%	34
2019 Q2	$1.51M	Sell	35,406 -1,059	-3%	-$44.6K	0.43%	32
2019 Q1	$1.55M	Sell	36,465 -3,452	-9%	-$142K	0.45%	31
2018 Q4	$1.52M	Buy	39,917 +9,542	+31%	+$370K	0.49%	28
2018 Q3	$1.25M	Sell	30,375 -122,127	-80%	-$5.14M	0.36%	40
2018 Q2	$6.44M	Buy	152,502 +9,753	+7%	+$440K	1.96%	9
2018 Q1	$6.71M	Buy	142,749 +39,274	+38%	+$1.88M	2.08%	10
2017 Q4	$4.75M	Buy	103,475 +6,411	+7%	+$287K	1.45%	9
2017 Q3	$4.23M	Buy	97,064 +6,273	+7%	+$271K	1.42%	9
2017 Q2	$3.71M	Buy	90,791 +15,707	+21%	+$637K	1.27%	9
2017 Q1	$2.98M	Buy	75,084 +12,612	+20%	+$487K	1.09%	7
2016 Q4	$2.37M	Buy	+62,472	New	+$2.29M	0.96%	12

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

PHH Investments's VWO Position: Q4 2019 in Review

PHH Investments reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.5% in Q4 2019, selling an estimated $52.4K and leaving 34,433 shares worth $1.53M. The position accounts for 0.4% of the portfolio, ranked #32.

PHH Investments first reported a position in VWO in Q4 2016 and has held it in 13 quarters since. The position peaked at $6.71M in Q1 2018. 1,553 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

PHH Investments held 34,433 shares of Vanguard FTSE Emerging Markets ETF worth $1.53M as of Q4 2019.
PHH Investments sold 1,237 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $52.4K.
Vanguard FTSE Emerging Markets ETF made up 0.4% of PHH Investments's portfolio in Q4 2019, its #32 holding.
PHH Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 13 quarters since.
PHH Investments's Vanguard FTSE Emerging Markets ETF position peaked at $6.71M in Q1 2018.
1,553 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on PHH Investments's 13F filing for Q4 2019, filed 13 Feb 2020.