Doyle Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | $2.87M | Buy |
78,697
+2,110
| +3% | +$77K | 0.25% | 73 |
|
2022
Q2 | $3.19M | Sell |
76,587
-11,660
| -13% | -$486K | 0.26% | 78 |
|
2022
Q1 | $4.07M | Buy |
88,247
+4,552
| +5% | +$210K | 0.29% | 69 |
|
2021
Q4 | $4.14M | Buy |
83,695
+3,637
| +5% | +$180K | 0.3% | 66 |
|
2021
Q3 | $4M | Buy |
80,058
+13,908
| +21% | +$696K | 0.32% | 66 |
|
2021
Q2 | $3.59M | Buy |
66,150
+12,432
| +23% | +$675K | 0.3% | 68 |
|
2021
Q1 | $2.8M | Buy |
53,718
+22,434
| +72% | +$1.17M | 0.27% | 70 |
|
2020
Q4 | $1.57M | Buy |
31,284
+6,749
| +28% | +$338K | 0.16% | 82 |
|
2020
Q3 | $1.06M | Buy |
24,535
+649
| +3% | +$28.1K | 0.12% | 90 |
|
2020
Q2 | $946K | Buy |
23,886
+57
| +0.2% | +$2.26K | 0.12% | 85 |
|
2020
Q1 | $799K | Buy |
23,829
+394
| +2% | +$13.2K | 0.13% | 80 |
|
2019
Q4 | $1.04M | Buy |
23,435
+2,971
| +15% | +$132K | 0.13% | 80 |
|
2019
Q3 | $824K | Buy |
20,464
+1,580
| +8% | +$63.6K | 0.11% | 90 |
|
2019
Q2 | $803K | Sell |
18,884
-374
| -2% | -$15.9K | 0.11% | 86 |
|
2019
Q1 | $803K | Buy |
19,258
+9,394
| +95% | +$392K | 0.12% | 86 |
|
2018
Q4 | $376K | Sell |
9,864
-3,684
| -27% | -$140K | 0.06% | 119 |
|
2018
Q3 | $555K | Buy |
13,548
+464
| +4% | +$19K | 0.09% | 104 |
|
2018
Q2 | $552K | Buy |
13,084
+3,552
| +37% | +$150K | 0.09% | 100 |
|
2018
Q1 | $448K | Buy |
9,532
+404
| +4% | +$19K | 0.08% | 107 |
|
2017
Q4 | $419K | Buy |
9,128
+623
| +7% | +$28.6K | 0.07% | 111 |
|
2017
Q3 | $371K | Sell |
8,505
-300
| -3% | -$13.1K | 0.06% | 105 |
|
2017
Q2 | $360K | Sell |
8,805
-439
| -5% | -$17.9K | 0.07% | 103 |
|
2017
Q1 | $367K | Buy |
+9,244
| New | +$367K | 0.07% | 98 |
|