WI
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Welch Investments’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Welch Investments’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
2017
Q4 		$224K Sell
4,871
-387
-7% -$17.3K 0.14% 41
2017
Q3 		$229K Sell
5,258
-13
-0.2% -$563 0.16% 40
2017
Q2 		$215K Hold
5,271
– – 0.16% 41
2017
Q1 		$209K Hold
5,271
– – 0.17% 41
2016
Q4 		$189K Buy
+5,271
New +$193K 0.17% 40

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 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

Welch Investments's VWO Position: Q4 2017 in Review

Welch Investments reduced its Vanguard FTSE Emerging Markets ETF (VWO) stake by 7.4% in Q4 2017, selling an estimated $17.3K and leaving 4,871 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #41.

Welch Investments first reported a position in VWO in Q4 2016 and has held it in 5 quarters since. The position peaked at $229K in Q3 2017. 1,291 funds tracked by Wall St. Rank hold VWO as of Q4 2017.

  • Welch Investments held 4,871 shares of Vanguard FTSE Emerging Markets ETF worth $224K as of Q4 2017.
  • Welch Investments sold 387 Vanguard FTSE Emerging Markets ETF shares in Q4 2017, an estimated $17.3K.
  • Vanguard FTSE Emerging Markets ETF made up 0.14% of Welch Investments's portfolio in Q4 2017, its #41 holding.
  • Welch Investments first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2016 and has held it in 5 quarters since.
  • Welch Investments's Vanguard FTSE Emerging Markets ETF position peaked at $229K in Q3 2017.
  • 1,291 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.