EisnerAmper Wealth Management Corporate Benefits’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-7,387
| Closed | -$370K | – | 52 |
|
2020
Q4 | $370K | Buy |
7,387
+2,037
| +38% | +$102K | 0.21% | 34 |
|
2020
Q3 | $231K | Buy |
+5,350
| New | +$231K | 0.15% | 43 |
|
2020
Q1 | – | Sell |
-5,380
| Closed | -$239K | – | 41 |
|
2019
Q4 | $239K | Buy |
+5,380
| New | +$239K | 0.16% | 34 |
|
2018
Q1 | – | Sell |
-8,461
| Closed | -$388K | – | 36 |
|
2017
Q4 | $388K | Buy |
+8,461
| New | +$388K | 0.32% | 26 |
|