Balasa Dinverno & Foltz’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $527K | Hold |
14,448
| – | – | 0.03% | 196 |
|
|
2022
Q2 | $602K | Sell |
14,448
-572
| -4% | -$23.8K | 0.04% | 178 |
|
|
2022
Q1 | $693K | Buy |
15,020
+255
| +2% | +$11.8K | 0.05% | 165 |
|
|
2021
Q4 | $730K | Sell |
14,765
-907
| -6% | -$44.8K | 0.05% | 165 |
|
|
2021
Q3 | $784K | Buy |
15,672
+2,077
| +15% | +$104K | 0.05% | 141 |
|
|
2021
Q2 | $738K | Buy |
13,595
+374
| +3% | +$20.3K | 0.05% | 147 |
|
|
2021
Q1 | $688K | Buy |
13,221
+10
| +0.1% | +$520 | 0.06% | 145 |
|
|
2020
Q4 | $662K | Buy |
13,211
+3,584
| +37% | +$180K | 0.05% | 141 |
|
|
2020
Q3 | $416K | Buy |
9,627
+1,379
| +17% | +$59.6K | 0.04% | 171 |
|
|
2020
Q2 | $327K | Buy |
+8,248
| New | +$327K | 0.04% | 168 |
|