Columbia Advisory Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,271
| Closed | -$274K | – | 66 |
|
|
2024
Q2 | $274K | Buy |
6,271
+334
| +6% | +$14.6K | 0.27% | 44 |
|
|
2024
Q1 | $248K | Sell |
5,937
-791
| -12% | -$33K | 0.25% | 45 |
|
|
2023
Q4 | $277K | Buy |
6,728
+51
| +0.8% | +$2.1K | 0.28% | 49 |
|
|
2023
Q3 | $262K | Sell |
6,677
-44
| -0.7% | -$1.73K | 0.29% | 50 |
|
|
2023
Q2 | $273K | Sell |
6,721
-587
| -8% | -$23.9K | 0.29% | 45 |
|
|
2023
Q1 | $295K | Buy |
7,308
+70
| +1% | +$2.83K | 0.28% | 47 |
|
|
2022
Q4 | $282K | Buy |
+7,238
| New | +$282K | 0.27% | 46 |
|
|
2022
Q3 | – | Sell |
-6,096
| Closed | -$254K | – | 51 |
|
|
2022
Q2 | $254K | Sell |
6,096
-473
| -7% | -$19.7K | 0.29% | 36 |
|
|
2022
Q1 | $303K | Sell |
6,569
-57,877
| -90% | -$2.67M | 0.3% | 29 |
|
|
2021
Q4 | $3.19M | Buy |
+64,446
| New | +$3.19M | 3.18% | 8 |
|