Altavista Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | $1.05M | Sell |
21,272
-2,300
| -10% | -$114K | 0.21% | 80 |
|
2021
Q3 | $1.18M | Sell |
23,572
-1,220
| -5% | -$61K | 0.26% | 70 |
|
2021
Q2 | $1.35M | Sell |
24,792
-1,085
| -4% | -$58.9K | 0.29% | 67 |
|
2021
Q1 | $1.35M | Buy |
25,877
+5,460
| +27% | +$284K | 0.33% | 65 |
|
2020
Q4 | $1.02M | Sell |
20,417
-88
| -0.4% | -$4.41K | 0.26% | 70 |
|
2020
Q3 | $887K | Sell |
20,505
-2,744
| -12% | -$119K | 0.24% | 68 |
|
2020
Q2 | $921K | Buy |
23,249
+9,241
| +66% | +$366K | 0.27% | 67 |
|
2020
Q1 | $470K | Buy |
+14,008
| New | +$470K | 0.16% | 93 |
|
2018
Q4 | – | Sell |
-9,548
| Closed | -$391K | – | 154 |
|
2018
Q3 | $391K | Sell |
9,548
-436
| -4% | -$17.9K | 0.15% | 112 |
|
2018
Q2 | $421K | Buy |
9,984
+4,448
| +80% | +$188K | 0.17% | 103 |
|
2018
Q1 | $260K | Buy |
5,536
+526
| +10% | +$24.7K | 0.11% | 126 |
|
2017
Q4 | $230K | Sell |
5,010
-912
| -15% | -$41.9K | 0.1% | 138 |
|
2017
Q3 | $258K | Buy |
+5,922
| New | +$258K | 0.12% | 125 |
|
2015
Q2 | – | Sell |
-14,010
| Closed | -$573K | – | 113 |
|
2015
Q1 | $573K | Hold |
14,010
| – | – | 0.35% | 65 |
|
2014
Q4 | $554K | Sell |
14,010
-1,597
| -10% | -$63.2K | 0.34% | 64 |
|
2014
Q3 | $651K | Sell |
15,607
-171
| -1% | -$7.13K | 0.42% | 60 |
|
2014
Q2 | $681K | Sell |
15,778
-17,893
| -53% | -$772K | 0.42% | 58 |
|
2014
Q1 | $1.37M | Buy |
33,671
+1,630
| +5% | +$66.1K | 0.83% | 41 |
|
2013
Q4 | $1.32M | Buy |
32,041
+10,048
| +46% | +$413K | 0.8% | 43 |
|
2013
Q3 | $883K | Buy |
21,993
+800
| +4% | +$32.1K | 0.58% | 56 |
|
2013
Q2 | $822K | Buy |
+21,193
| New | +$822K | 0.55% | 58 |
|