Vontobel Swiss Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Vontobel Swiss Wealth 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 Q4	–	Sell	-40,000	Closed	-$1.61M	–	104
2019 Q3	$1.61M	Hold	40,000	–	–	1.04%	36
2019 Q2	$1.7M	Buy	+40,000	New	+$1.68M	0.91%	41
2016 Q4	–	Sell	-6,300	Closed	-$237K	–	78
2016 Q3	$237K	Buy	+6,300	New	+$235K	0.13%	68
2015 Q1	–	Sell	-3,004	Closed	-$120K	–	106
2014 Q4	$120K	Buy	+3,004	New	+$124K	0.09%	39

Other funds holding VWO

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

Vontobel Swiss Wealth Advisors's VWO Position: Q4 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q4 2019, closing a stake of 40,000 shares — an estimated $1.61M sold.

Vontobel Swiss Wealth Advisors first reported a position in VWO in Q4 2014 and held it in 4 quarters. The position peaked at $1.7M in Q2 2019. 1,552 funds tracked by Wall St. Rank hold VWO as of Q4 2019.

Vontobel Swiss Wealth Advisors reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q4 2019 after selling out during the quarter.
Vontobel Swiss Wealth Advisors sold 40,000 Vanguard FTSE Emerging Markets ETF shares in Q4 2019, an estimated $1.61M.
Vontobel Swiss Wealth Advisors first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2014 and held it in 4 quarters.
Vontobel Swiss Wealth Advisors's Vanguard FTSE Emerging Markets ETF position peaked at $1.7M in Q2 2019.
1,552 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.