Emerson Wealth’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
Q2 | $50K | Sell |
1,192
-1,747
| -59% | -$73.3K | 0.03% | 36 |
|
|
2022
Q1 | $136K | Buy |
2,939
+1,000
| +52% | +$46.3K | 0.08% | 24 |
|
|
2021
Q4 | $96K | Hold |
1,939
| – | – | 0.05% | 28 |
|
|
2021
Q3 | $97K | Sell |
1,939
-350
| -15% | -$17.5K | 0.05% | 25 |
|
|
2021
Q2 | $124K | Hold |
2,289
| – | – | 0.07% | 23 |
|
|
2021
Q1 | $119K | Buy |
+2,289
| New | +$119K | 0.07% | 22 |
|
|
2020
Q2 | – | Sell |
-13,458
| Closed | -$452K | – | 23 |
|
|
2020
Q1 | $452K | Sell |
13,458
-2,243
| -14% | -$75.3K | 0.4% | 18 |
|
|
2019
Q4 | $698K | Buy |
15,701
+486
| +3% | +$21.6K | 0.47% | 13 |
|
|
2019
Q3 | $613K | Sell |
15,215
-420
| -3% | -$16.9K | 0.45% | 15 |
|
|
2019
Q2 | $665K | Buy |
15,635
+350
| +2% | +$14.9K | 0.49% | 14 |
|
|
2019
Q1 | $650K | Hold |
15,285
| – | – | 0.5% | 14 |
|
|
2018
Q4 | $582K | Buy |
+15,285
| New | +$582K | 0.56% | 15 |
|