BWM
Braver Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $1.07M | Buy |
30,023
+17,843
| +146% | +$638K | 0.17% | 94 |
|
|
2016
Q3 | $458K | Buy |
12,180
+400
| +3% | +$15K | 0.08% | 111 |
|
|
2016
Q2 | $415K | Sell |
11,780
-83
| -0.7% | -$2.92K | 0.07% | 104 |
|
|
2016
Q1 | $410K | Sell |
11,863
-54,263
| -82% | -$1.88M | 0.07% | 113 |
|
|
2015
Q4 | $2.16M | Sell |
66,126
-32,075
| -33% | -$1.05M | 0.44% | 55 |
|
|
2015
Q3 | $3.25M | Sell |
98,201
-41,783
| -30% | -$1.38M | 0.81% | 32 |
|
|
2015
Q2 | $5.72M | Sell |
139,984
-1,184
| -0.8% | -$48.4K | 1.39% | 17 |
|
|
2015
Q1 | $5.77M | Buy |
+141,168
| New | +$5.77M | 1.18% | 20 |
|
|
2014
Q4 | – | Sell |
-30,061
| Closed | -$1.25M | – | 92 |
|
|
2014
Q3 | $1.25M | Sell |
30,061
-253
| -0.8% | -$10.6K | 0.38% | 49 |
|
|
2014
Q2 | $1.31M | Sell |
30,314
-686
| -2% | -$29.6K | 0.34% | 51 |
|
|
2014
Q1 | $1.26M | Buy |
31,000
+2,912
| +10% | +$118K | 0.36% | 46 |
|
|
2013
Q4 | $1.16M | Buy |
28,088
+4
| +0% | +$165 | 0.4% | 48 |
|
|
2013
Q3 | $1.13M | Sell |
28,084
-175
| -0.6% | -$7.02K | 0.39% | 50 |
|
|
2013
Q2 | $1.1M | Buy |
+28,259
| New | +$1.1M | 0.5% | 40 |
|