Heritage Wealth Management (Arizona)’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
Q4 | $1.34M | Buy |
34,481
+15,896
| +86% | +$620K | 0.19% | 82 |
|
|
2022
Q3 | $678K | Sell |
18,585
-3,119
| -14% | -$114K | 0.22% | 74 |
|
|
2022
Q2 | $904K | Sell |
21,704
-4,363
| -17% | -$182K | 0.3% | 62 |
|
|
2022
Q1 | $1.2M | Buy |
+26,067
| New | +$1.2M | 0.32% | 61 |
|
|
2021
Q3 | $99K | Buy |
1,976
+18
| +0.9% | +$902 | 0.04% | 343 |
|
|
2021
Q2 | $106K | Hold |
1,958
| – | – | 0.04% | 331 |
|
|
2021
Q1 | $102K | Buy |
+1,958
| New | +$102K | 0.06% | 248 |
|