Vickerman & Driscoll Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Vickerman & Driscoll Financial 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
2020 Q1	$615K	Sell	18,337 -602	-3%	-$24.5K	0.38%	48
2019 Q4	$842K	Sell	18,939 -2,466	-12%	-$104K	0.43%	45
2019 Q3	$862K	Sell	21,405 -192	-0.9%	-$7.93K	0.47%	49
2019 Q2	$919K	Sell	21,597 -3,081	-12%	-$130K	0.51%	49
2019 Q1	$1.05M	Sell	24,678 -17,993	-42%	-$741K	0.59%	45
2018 Q4	$1.63M	Buy	42,671 +4,527	+12%	+$175K	1.26%	26
2018 Q3	$1.56M	Buy	38,144 +555	+1%	+$23.3K	1.09%	31
2018 Q2	$1.59M	Sell	37,589 -3,324	-8%	-$150K	1.16%	25
2018 Q1	$1.92M	Sell	40,913 -5,754	-12%	-$276K	1.42%	15
2017 Q4	$2.14M	Buy	+46,667	New	+$2.09M	1.68%	14

Other funds holding VWO

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

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

Vickerman & Driscoll Financial Advisors's VWO Position: Q1 2020 in Review

Vickerman & Driscoll Financial Advisors reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 3.2% in Q1 2020, selling an estimated $24.5K and leaving 18,337 shares worth $615K. The position accounts for 0.38% of the portfolio, ranked #48.

Vickerman & Driscoll Financial Advisors first reported a position in VWO in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.14M in Q4 2017. 1,451 funds tracked by Wall St. Rank hold VWO as of Q1 2020.

Vickerman & Driscoll Financial Advisors held 18,337 shares of Vanguard FTSE Emerging Markets ETF worth $615K as of Q1 2020.
Vickerman & Driscoll Financial Advisors sold 602 Vanguard FTSE Emerging Markets ETF shares in Q1 2020, an estimated $24.5K.
Vanguard FTSE Emerging Markets ETF made up 0.38% of Vickerman & Driscoll Financial Advisors's portfolio in Q1 2020, its #48 holding.
Vickerman & Driscoll Financial Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2017 and has held it in 10 quarters since.
Vickerman & Driscoll Financial Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $2.14M in Q4 2017.
1,451 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q1 2020.

Based on Vickerman & Driscoll Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.