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Princeton Portfolio Strategies Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Princeton Portfolio Strategies 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
2018
Q1 		– Sell
-8,167
Closed -$375K – 159
2017
Q4 		$375K Sell
8,167
-17,601
-68% -$787K 0.1% 128
2017
Q3 		$1.12M Buy
25,768
+14,662
+132% +$634K 0.3% 83
2017
Q2 		$453K Buy
+11,106
New +$450K 0.13% 123

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Princeton Portfolio Strategies Group's VWO Position: Q1 2018 in Review

Princeton Portfolio Strategies Group sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2018, closing a stake of 8,167 shares — an estimated $375K sold.

Princeton Portfolio Strategies Group first reported a position in VWO in Q2 2017 and held it in 3 quarters. The position peaked at $1.12M in Q3 2017. 1,318 funds tracked by Wall St. Rank hold VWO as of Q1 2018.

  • Princeton Portfolio Strategies Group reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2018 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 8,167 Vanguard FTSE Emerging Markets ETF shares in Q1 2018, an estimated $375K.
  • Princeton Portfolio Strategies Group first reported a position in Vanguard FTSE Emerging Markets ETF in Q2 2017 and held it in 3 quarters.
  • Princeton Portfolio Strategies Group's Vanguard FTSE Emerging Markets ETF position peaked at $1.12M in Q3 2017.
  • 1,318 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2018.

Based on Princeton Portfolio Strategies Group's 13F filing for Q1 2018, filed 15 May 2018.