Cypress 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-6,378
| Closed | -$253K | – | 178 |
|
|
2017
Q1 | $253K | Hold |
6,378
| – | – | 0.12% | 162 |
|
|
2016
Q4 | $228K | Hold |
6,378
| – | – | 0.1% | 177 |
|
|
2016
Q3 | $240K | Hold |
6,378
| – | – | 0.11% | 159 |
|
|
2016
Q2 | $225K | Hold |
6,378
| – | – | 0.11% | 157 |
|
|
2016
Q1 | $221K | Buy |
+6,378
| New | +$221K | 0.1% | 169 |
|
|
2015
Q3 | – | Sell |
-5,828
| Closed | -$238K | – | 194 |
|
|
2015
Q2 | $238K | Buy |
+5,828
| New | +$238K | 0.14% | 126 |
|