AWMS
Advocacy Wealth Management Services’s Vanguard FTSE Europe ETF VGK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-193
| Closed | -$10K | – | 152 |
|
2022
Q2 | $10K | Sell |
193
-2,237
| -92% | -$116K | ﹤0.01% | 101 |
|
2022
Q1 | $153K | Sell |
2,430
-827,004
| -100% | -$52.1M | 0.03% | 30 |
|
2021
Q4 | $56.6M | Buy |
829,434
+61,121
| +8% | +$4.17M | 9.47% | 5 |
|
2021
Q3 | $50.4M | Buy |
768,313
+62,559
| +9% | +$4.1M | 9.09% | 5 |
|
2021
Q2 | $47.5M | Buy |
+705,754
| New | +$47.5M | 8.78% | 5 |
|
2021
Q1 | – | Sell |
-303
| Closed | -$18K | – | 152 |
|
2020
Q4 | $18K | Buy |
+303
| New | +$18K | ﹤0.01% | 98 |
|
2020
Q1 | – | Sell |
-314
| Closed | -$18K | – | 140 |
|
2019
Q4 | $18K | Buy |
+314
| New | +$18K | 0.01% | 102 |
|
2013
Q3 | $54K | Hold |
1,000
| – | – | 0.15% | 106 |
|
2013
Q2 | $48K | Buy |
+1,000
| New | +$48K | 0.19% | 89 |
|