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Sound View Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Sound View Wealth Advisors’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
Q1 		$854K Sell
20,092
-1,299
-6% -$53.5K 0.27% 98
2018
Q4 		$815K Buy
+21,391
New +$829K 0.3% 92

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
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

Sound View Wealth Advisors's VWO Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 6.1% in Q1 2019, selling an estimated $53.5K and leaving 20,092 shares worth $854K. The position accounts for 0.27% of the portfolio, ranked #98.

Sound View Wealth Advisors first reported a position in VWO in Q4 2018 and has held it in 2 quarters since. 1,403 funds tracked by Wall St. Rank hold VWO as of Q1 2019.

  • Sound View Wealth Advisors held 20,092 shares of Vanguard FTSE Emerging Markets ETF worth $854K as of Q1 2019.
  • Sound View Wealth Advisors sold 1,299 Vanguard FTSE Emerging Markets ETF shares in Q1 2019, an estimated $53.5K.
  • Vanguard FTSE Emerging Markets ETF made up 0.27% of Sound View Wealth Advisors's portfolio in Q1 2019, its #98 holding.
  • Sound View Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and has held it in 2 quarters since.
  • 1,403 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.