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Secrest Blakey & Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Secrest Blakey & Associates’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 		– Sell
-130
Closed -$5K – 138
2019
Q3 		$5K Buy
130
+46
+55% +$1.9K ﹤0.01% 131
2019
Q2 		$4K Hold
84
– – ﹤0.01% 127
2019
Q1 		$4K Buy
+84
New +$3.46K ﹤0.01% 121

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Betterment LLC
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Secrest Blakey & Associates's VWO Position: Q4 2019 in Review

Secrest Blakey & Associates sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2019, closing a stake of 130 shares — an estimated $5K sold.

Secrest Blakey & Associates first reported a position in VWO in Q1 2019 and held it in 3 quarters. The position peaked at $5K in Q3 2019. 1,553 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

  • Secrest Blakey & Associates reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
  • Secrest Blakey & Associates sold 130 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $5K.
  • Secrest Blakey & Associates first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2019 and held it in 3 quarters.
  • Secrest Blakey & Associates's Vanguard FTSE Emerging Markets ETF position peaked at $5K in Q3 2019.
  • 1,553 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on Secrest Blakey & Associates's 13F filing for Q4 2019, filed 5 Feb 2020.