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

SVA 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
2015 Q3	–	Sell	-6,037	Closed	-$247K	–	211
2015 Q2	$247K	Sell	6,037 -773	-11%	-$33.2K	0.05%	191
2015 Q1	$278K	Sell	6,810 -1,660	-20%	-$67.5K	0.05%	184
2014 Q4	$339K	Sell	8,470 -488	-5%	-$20.1K	0.12%	141
2014 Q3	$374K	Hold	8,958	–	–	0.16%	119
2014 Q2	$386K	Sell	8,958 -610	-6%	-$25.7K	0.17%	111
2014 Q1	$388K	Sell	9,568 -1,055	-10%	-$40.9K	0.18%	108
2013 Q4	$437K	Buy	+10,623	New	+$438K	0.26%	90

Other funds holding VWO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SVA Wealth Management's VWO Position: Q3 2015 in Review

SVA Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2015, closing a stake of 6,037 shares — an estimated $247K sold.

SVA Wealth Management first reported a position in VWO in Q4 2013 and held it in 7 quarters. The position peaked at $437K in Q4 2013. 827 funds tracked by Wall St. Rank hold VWO as of Q3 2015.

SVA Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2015 after selling out during the quarter.
SVA Wealth Management sold 6,037 Vanguard FTSE Emerging Markets ETF shares in Q3 2015, an estimated $247K.
SVA Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2013 and held it in 7 quarters.
SVA Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $437K in Q4 2013.
827 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2015.

Based on SVA Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.