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WESPAC Advisors SoCal’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

WESPAC Advisors SoCal’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
-333
Closed -$14K – 310
2019
Q1 		$14K Buy
+333
New +$13.7K 0.01% 207
2016
Q2 		– Sell
-248
Closed -$8.57K – 314
2016
Q1 		$8.57K Buy
+248
New +$7.78K 0.01% 212

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

WESPAC Advisors SoCal's VWO Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2019, closing a stake of 333 shares — an estimated $14K sold.

WESPAC Advisors SoCal first reported a position in VWO in Q1 2016 and held it in 2 quarters. The position peaked at $14K in Q1 2019. 1,393 funds tracked by Wall St. Rank hold VWO as of Q2 2019.

  • WESPAC Advisors SoCal reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2019 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 333 Vanguard FTSE Emerging Markets ETF shares in Q2 2019, an estimated $14K.
  • WESPAC Advisors SoCal first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2016 and held it in 2 quarters.
  • WESPAC Advisors SoCal's Vanguard FTSE Emerging Markets ETF position peaked at $14K in Q1 2019.
  • 1,393 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.