PSG
VWO icon

Planning Solutions Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Planning Solutions Group’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 		$265K Buy
6,234
+821
+15% +$34.5K 0.14% 112
2019
Q1 		$230K Sell
5,413
-65
-1% -$2.68K 0.12% 118
2018
Q4 		$209K Buy
+5,478
New +$212K 0.13% 114

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Planning Solutions Group's VWO Position: Q2 2019 in Review

Planning Solutions Group increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 15% in Q2 2019, buying an estimated $34.5K and bringing the position to 6,234 shares worth $265K. The position accounts for 0.14% of the portfolio, ranked #112.

Planning Solutions Group first reported a position in VWO in Q4 2018 and has held it in 3 quarters since. 1,393 funds tracked by Wall St. Rank hold VWO as of Q2 2019.

  • Planning Solutions Group held 6,234 shares of Vanguard FTSE Emerging Markets ETF worth $265K as of Q2 2019.
  • Planning Solutions Group bought 821 Vanguard FTSE Emerging Markets ETF shares in Q2 2019, an estimated $34.5K.
  • Vanguard FTSE Emerging Markets ETF made up 0.14% of Planning Solutions Group's portfolio in Q2 2019, its #112 holding.
  • Planning Solutions Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 3 quarters since.
  • 1,393 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.