GWA
Guidant Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q3 | $19.4M | Buy |
482,822
+49,749
| +11% | +$2M | 7.22% | 1 |
|
2019
Q2 | $18.4M | Buy |
433,073
+26,837
| +7% | +$1.14M | 7.11% | 1 |
|
2019
Q1 | $17.3M | Buy |
406,236
+31,538
| +8% | +$1.34M | 6.73% | 1 |
|
2018
Q4 | $14.3M | Sell |
374,698
-26,402
| -7% | -$1.01M | 6.66% | 1 |
|
2018
Q3 | $16.5M | Buy |
401,100
+26,975
| +7% | +$1.11M | 6.89% | 3 |
|
2018
Q2 | $15.6M | Buy |
374,125
+18,674
| +5% | +$779K | 6.8% | 3 |
|
2018
Q1 | $16.5M | Buy |
355,451
+6,759
| +2% | +$313K | 7.44% | 2 |
|
2017
Q4 | $16.7M | Buy |
348,692
+7,004
| +2% | +$335K | 7.47% | 3 |
|
2017
Q3 | $15.1M | Buy |
341,688
+8,148
| +2% | +$360K | 10.73% | 1 |
|
2017
Q2 | $13.6M | Buy |
333,540
+1,900
| +0.6% | +$77.7K | 7.04% | 1 |
|
2017
Q1 | $13.3M | Buy |
331,640
+20,724
| +7% | +$830K | 6.97% | 1 |
|
2016
Q4 | $11.6M | Buy |
310,916
+82,480
| +36% | +$3.07M | 6.55% | 1 |
|
2016
Q3 | $8.57M | Buy |
+228,436
| New | +$8.57M | 5.27% | 3 |
|