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Thomas J. Herzfeld Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Thomas J. Herzfeld 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 		– Sell
-1,986
Closed -$76K – 314
2018
Q4 		$76K Buy
+1,986
New +$76.9K 0.03% 160

Other funds holding VWO

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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

Thomas J. Herzfeld Advisors's VWO Position: Q1 2019 in Review

Thomas J. Herzfeld Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q1 2019, closing a stake of 1,986 shares — an estimated $76K sold.

Thomas J. Herzfeld Advisors first reported a position in VWO in Q4 2018 and held it in 1 quarter. The position peaked at $76K in Q4 2018. 1,403 funds tracked by Wall St. Rank hold VWO as of Q1 2019.

  • Thomas J. Herzfeld Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q1 2019 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 1,986 Vanguard FTSE Emerging Markets ETF shares in Q1 2019, an estimated $76K.
  • Thomas J. Herzfeld Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 1 quarter.
  • Thomas J. Herzfeld Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $76K in Q4 2018.
  • 1,403 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2019.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q1 2019, filed 14 May 2019.