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

USAdvisors 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
Q3 		– Sell
-10,750
Closed -$457 – 71
2019
Q2 		$457 Buy
10,750
+1,517
+16% +$63.8K 0.2% 30
2019
Q1 		$352K Hold
9,233
– – 0.25% 34
2018
Q4 		$352K Buy
+9,233
New +$358K 0.29% 31

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
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

USAdvisors Wealth Management's VWO Position: Q3 2019 in Review

USAdvisors Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2019, closing a stake of 10,750 shares — an estimated $457 sold.

USAdvisors Wealth Management first reported a position in VWO in Q4 2018 and held it in 3 quarters. The position peaked at $352K in Q1 2019. 1,385 funds tracked by Wall St. Rank hold VWO as of Q3 2019.

  • USAdvisors Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2019 after selling out during the quarter.
  • USAdvisors Wealth Management sold 10,750 Vanguard FTSE Emerging Markets ETF shares in Q3 2019, an estimated $457.
  • USAdvisors Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2018 and held it in 3 quarters.
  • USAdvisors Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $352K in Q1 2019.
  • 1,385 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2019.

Based on USAdvisors Wealth Management's 13F filing for Q3 2019, filed 7 Nov 2019.