Bernardo Wealth Planning’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
Q1 | – | Sell |
-8,907
| Closed | -$446K | – | 157 |
|
|
2020
Q4 | $446K | Buy |
8,907
+13
| +0.1% | +$651 | 0.17% | 105 |
|
|
2020
Q3 | $384K | Sell |
8,894
-838
| -9% | -$36.2K | 0.17% | 98 |
|
|
2020
Q2 | $385K | Sell |
9,732
-2,647
| -21% | -$105K | 0.21% | 89 |
|
|
2020
Q1 | $415K | Sell |
12,379
-209
| -2% | -$7.01K | 0.29% | 86 |
|
|
2019
Q4 | $559K | Sell |
12,588
-405
| -3% | -$18K | 0.34% | 68 |
|
|
2019
Q3 | $523K | Sell |
12,993
-275
| -2% | -$11.1K | 0.38% | 65 |
|
|
2019
Q2 | $564K | Sell |
13,268
-325
| -2% | -$13.8K | 0.44% | 54 |
|
|
2019
Q1 | $578K | Sell |
13,593
-613
| -4% | -$26.1K | 0.46% | 54 |
|
|
2018
Q4 | $541K | Buy |
+14,206
| New | +$541K | 0.48% | 50 |
|