WWM
VWO icon

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

Willingdon 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
2018
Q2 		– Sell
-531
Closed -$25K – 356
2018
Q1 		$25K Buy
+531
New +$25.5K 0.01% 205

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Willingdon Wealth Management's VWO Position: Q2 2018 in Review

Willingdon Wealth Management sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q2 2018, closing a stake of 531 shares — an estimated $25K sold.

Willingdon Wealth Management first reported a position in VWO in Q1 2018 and held it in 1 quarter. The position peaked at $25K in Q1 2018. 1,272 funds tracked by Wall St. Rank hold VWO as of Q2 2018.

  • Willingdon Wealth Management reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q2 2018 after selling out during the quarter.
  • Willingdon Wealth Management sold 531 Vanguard FTSE Emerging Markets ETF shares in Q2 2018, an estimated $25K.
  • Willingdon Wealth Management first reported a position in Vanguard FTSE Emerging Markets ETF in Q1 2018 and held it in 1 quarter.
  • Willingdon Wealth Management's Vanguard FTSE Emerging Markets ETF position peaked at $25K in Q1 2018.
  • 1,272 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2018.

Based on Willingdon Wealth Management's 13F filing for Q2 2018, filed 3 Aug 2018.