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Portfolio Strategies (Washington)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Portfolio Strategies (Washington)’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
2017
Q4 		$89K Sell
1,865
-618
-25% -$27.6K 0.18% 28
2017
Q3 		$108K Sell
2,483
-1,707
-41% -$73.9K 0.18% 25
2017
Q2 		$171K Sell
4,190
-43
-1% -$1.74K 0.24% 35
2017
Q1 		$168K Sell
4,233
-616
-13% -$23.8K 0.21% 30
2016
Q4 		$173K Buy
+4,849
New +$178K 0.2% 37

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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

Portfolio Strategies (Washington)'s VWO Position: Q4 2017 in Review

Portfolio Strategies (Washington) reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 25% in Q4 2017, selling an estimated $27.6K and leaving 1,865 shares worth $89K. The position accounts for 0.18% of the portfolio, ranked #28.

Portfolio Strategies (Washington) first reported a position in VWO in Q4 2016 and has held it in 5 quarters since. The position peaked at $173K in Q4 2016. 1,291 funds tracked by Wall St. Rank hold VWO as of Q4 2017.

  • Portfolio Strategies (Washington) held 1,865 shares of Vanguard FTSE Emerging Markets ETF worth $89K as of Q4 2017.
  • Portfolio Strategies (Washington) sold 618 Vanguard FTSE Emerging Markets ETF shares in Q4 2017, an estimated $27.6K.
  • Vanguard FTSE Emerging Markets ETF made up 0.18% of Portfolio Strategies (Washington)'s portfolio in Q4 2017, its #28 holding.
  • Portfolio Strategies (Washington) first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 5 quarters since.
  • Portfolio Strategies (Washington)'s Vanguard FTSE Emerging Markets ETF position peaked at $173K in Q4 2016.
  • 1,291 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2017.

Based on Portfolio Strategies (Washington)'s 13F filing for Q4 2017, filed 13 Feb 2018.