O'Brien Wealth Partners LLC Vanguard Ftse Emerging Mkts Et Transaction History

O'Brien Wealth Partners LLC

$419 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 04, 2019	SELL	$39.0 - $43.14 $208,962 - $231,144	-5,358 Closed	0 $0
Q2 2019 Jul 08, 2019	SELL	$39.79 - $44.01 $30,359 - $33,579	-763 Reduced 12.47%	5,358 $229,000
Q1 2019 Apr 05, 2019	SELL	$37.67 - $43.15 $6,253 - $7,162	-166 Reduced 2.64%	6,121 $260,000
Q4 2018 Jan 17, 2019	SELL	$36.68 - $41.1 $113,377 - $127,040	-3,091 Reduced 32.96%	6,287 $252,000
Q3 2018 Oct 09, 2018	BUY	$39.98 - $44.11 $111,424 - $122,934	2,787 Added 42.28%	9,378 $384,000
Q2 2018 Jul 11, 2018	SELL	$41.13 - $47.04 $30,600 - $34,997	-744 Reduced 10.14%	6,591 $278,000
Q1 2018 Apr 11, 2018	SELL	$44.96 - $50.98 $331,490 - $375,875	-7,373 Reduced 50.13%	7,335 $345,000
Q4 2017 Jan 10, 2018	SELL	$43.58 - $45.91 $37,173 - $39,161	-853 Reduced 5.48%	14,708 $675,000
Q3 2017 Oct 12, 2017	BUY	$43.11 - $45.06 $670,834 - $701,178	15,561	15,561 $678,000

Others Institutions Holding VWO

# of Institutions

2,211

Shares Held

1.29B

Call Options Held

1.31M

Put Options Held

1.33M

Bank Of America Corp Charlotte, NC

96.3M
Shares

$4.74 Billion
0.38% of portfolio
Vanguard Group Inc Valley Forge, PA

61.8M
Shares

$3.04 Billion
0.05% of portfolio
Betterment LLC New York, NY

58.6M
Shares

$2.88 Billion
6.65% of portfolio
Northwestern Mutual Wealth Management CO

58.2M
Shares

$2.86 Billion
2.52% of portfolio
Morgan Stanley New York, NY

45.1M
Shares

$2.22 Billion
0.16% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

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