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TLWM Financial’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

TLWM Financial’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
Q2 		– Sell
-122,839
Closed -$5.22M – 59
2019
Q1 		$5.22M Buy
122,839
+528
+0.4% +$21.7K 2.93% 9
2018
Q4 		$4.87M Buy
122,311
+4,138
+4% +$160K 2.95% 10
2018
Q3 		$4.86M Buy
118,173
+3,545
+3% +$149K 2.83% 10
2018
Q2 		$4.82M Buy
114,628
+4,162
+4% +$188K 3.01% 9
2018
Q1 		$5.2M Buy
+110,466
New +$5.3M 3.46% 7

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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

TLWM Financial's VWO Position: Q2 2019 in Review

TLWM Financial sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2019, closing a stake of 122,839 shares — an estimated $5.22M sold.

TLWM Financial first reported a position in VWO in Q1 2018 and held it in 5 quarters. The position peaked at $5.22M in Q1 2019. 1,393 funds tracked by Wall St. Rank hold VWO as of Q2 2019.

  • TLWM Financial reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
  • TLWM Financial sold 122,839 Vanguard FTSE Emerging Markets ETF shares in Q2 2019, an estimated $5.22M.
  • TLWM Financial first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 5 quarters.
  • TLWM Financial's Vanguard FTSE Emerging Markets ETF position peaked at $5.22M in Q1 2019.
  • 1,393 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2019.

Based on TLWM Financial's 13F filing for Q2 2019, filed 12 Jul 2019.