Acorn Financial Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-4,947
| Closed | -$207K | – | 211 |
|
2024
Q1 | $207K | Buy |
+4,947
| New | +$207K | 0.04% | 199 |
|
2021
Q3 | – | Sell |
-30,376
| Closed | -$1.65M | – | 246 |
|
2021
Q2 | $1.65M | Buy |
30,376
+3,398
| +13% | +$184K | 0.49% | 59 |
|
2021
Q1 | $1.4M | Buy |
26,978
+3,297
| +14% | +$172K | 0.51% | 56 |
|
2020
Q4 | $1.19M | Buy |
23,681
+4,732
| +25% | +$237K | 0.47% | 58 |
|
2020
Q3 | $819K | Buy |
18,949
+2,387
| +14% | +$103K | 0.43% | 66 |
|
2020
Q2 | $656K | Buy |
+16,562
| New | +$656K | 0.46% | 76 |
|