CT Financial 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $1.29M | Buy |
32,502
+1,010
| +3% | +$40.1K | 0.8% | 36 |
|
2016
Q4 | $1.13M | Sell |
31,492
-2,352
| -7% | -$84.2K | 0.71% | 40 |
|
2016
Q3 | $1.27M | Buy |
33,844
+726
| +2% | +$27.3K | 0.78% | 37 |
|
2016
Q2 | $1.17M | Sell |
33,118
-1,740
| -5% | -$61.3K | 0.72% | 38 |
|
2016
Q1 | $1.21M | Sell |
34,858
-30,981
| -47% | -$1.07M | 0.68% | 43 |
|
2015
Q4 | $2.15M | Buy |
65,839
+37,269
| +130% | +$1.22M | 1.24% | 23 |
|
2015
Q3 | $945K | Buy |
28,570
+2,535
| +10% | +$83.9K | 0.59% | 49 |
|
2015
Q2 | $1.06M | Buy |
26,035
+545
| +2% | +$22.3K | 0.6% | 46 |
|
2015
Q1 | $1.04M | Buy |
25,490
+1,085
| +4% | +$44.3K | 0.58% | 48 |
|
2014
Q4 | $977K | Buy |
+24,405
| New | +$977K | 0.74% | 37 |
|
2014
Q1 | $1.04M | Buy |
+25,490
| New | +$1.04M | 0.58% | 48 |
|