Constellation Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q3 | $2.37M | Buy |
71,689
+47,081
| +191% | +$1.56M | 0.26% | 51 |
|
2015
Q2 | $1.01M | Sell |
24,608
-9,423
| -28% | -$385K | 0.09% | 124 |
|
2015
Q1 | $1.39M | Buy |
34,031
+455
| +1% | +$18.6K | 0.12% | 115 |
|
2014
Q4 | $1.34M | Sell |
33,576
-18,257
| -35% | -$731K | 0.11% | 93 |
|
2014
Q3 | $2.16M | Buy |
51,833
+15,127
| +41% | +$631K | 0.2% | 78 |
|
2014
Q2 | $1.58M | Buy |
36,706
+1,265
| +4% | +$54.6K | 0.18% | 93 |
|
2014
Q1 | $1.44M | Sell |
35,441
-26,372
| -43% | -$1.07M | 0.14% | 116 |
|
2013
Q4 | $2.54M | Buy |
61,813
+47,377
| +328% | +$1.95M | 0.24% | 97 |
|
2013
Q3 | $579K | Buy |
+14,436
| New | +$579K | 0.07% | 133 |
|