Appropriate Balance Financial 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | $87.2K | Buy |
3,800
+361
| +10% | +$8.29K | 4.33% | 10 |
|
2017
Q2 | $84.2K | Buy |
3,439
+83
| +2% | +$2.03K | 4.27% | 10 |
|
2017
Q1 | $84.5K | Sell |
3,356
-77,320
| -96% | -$1.95M | 4.23% | 10 |
|
2016
Q4 | $2.89M | Buy |
80,676
+1,000
| +1% | +$35.8K | 1.77% | 12 |
|
2016
Q3 | $3M | Buy |
79,676
+857
| +1% | +$32.2K | 1.92% | 12 |
|
2016
Q2 | $2.78M | Buy |
+78,819
| New | +$2.78M | 1.84% | 12 |
|