Hefty Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | $209K | Sell |
4,442
-1,397
| -24% | -$65.7K | 0.13% | 86 |
|
2017
Q4 | $268K | Buy |
5,839
+750
| +15% | +$34.4K | 0.17% | 80 |
|
2017
Q3 | $222K | Buy |
5,089
+650
| +15% | +$28.4K | 0.15% | 77 |
|
2017
Q2 | $181K | Sell |
4,439
-13
| -0.3% | -$530 | 0.12% | 80 |
|
2017
Q1 | $176K | Sell |
4,452
-155
| -3% | -$6.13K | 0.13% | 81 |
|
2016
Q4 | $164K | Sell |
4,607
-120
| -3% | -$4.27K | 0.14% | 74 |
|
2016
Q3 | $177K | Buy |
4,727
+45
| +1% | +$1.69K | 0.13% | 84 |
|
2016
Q2 | $164K | Sell |
4,682
-74
| -2% | -$2.59K | 0.14% | 85 |
|
2016
Q1 | $164K | Buy |
4,756
+855
| +22% | +$29.5K | 0.15% | 87 |
|
2015
Q4 | $127K | Buy |
+3,901
| New | +$127K | 0.12% | 92 |
|