Sequoia Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sequoia Wealth Management’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	-7,251	Closed	-$290K	–	53
2019 Q3	$290K	Buy	7,251 +455	+7%	+$18.8K	0.59%	43
2019 Q2	$290K	Sell	6,796 -915	-12%	-$38.5K	0.27%	43
2019 Q1	$328K	Sell	7,711 -48	-0.6%	-$1.98K	0.27%	53
2018 Q4	$296K	Buy	7,759 +775	+11%	+$30K	0.29%	50
2018 Q3	$285K	Sell	6,984 -900	-11%	-$37.9K	0.24%	49
2018 Q2	$330K	Hold	7,884	–	–	0.35%	44
2018 Q1	$370K	Hold	7,884	–	–	0.36%	39
2017 Q4	$378K	Buy	+7,884	New	+$352K	0.34%	38

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

Sequoia Wealth Management's VWO Position: Q4 2019 in Review

Sequoia Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2019, closing a stake of 7,251 shares — an estimated $290K sold.

Sequoia Wealth Management first reported a position in VWO in Q4 2017 and held it in 8 quarters. The position peaked at $378K in Q4 2017. 1,552 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

Sequoia Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Sequoia Wealth Management sold 7,251 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $290K.
Sequoia Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and held it in 8 quarters.
Sequoia Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $378K in Q4 2017.
1,552 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on Sequoia Wealth Management's 13F filing for Q4 2019, filed 14 Jan 2020.