HCIA
Hochman Cole Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $263K | Sell |
5,251
-1,126
| -18% | -$56.4K | 0.1% | 114 |
|
|
2021
Q2 | $346K | Buy |
6,377
+405
| +7% | +$22K | 0.14% | 91 |
|
|
2021
Q1 | $311K | Buy |
5,972
+869
| +17% | +$45.3K | 0.13% | 96 |
|
|
2020
Q4 | $256K | Buy |
5,103
+2
| +0% | +$100 | 0.11% | 107 |
|
|
2020
Q3 | $221K | Buy |
+5,101
| New | +$221K | 0.11% | 105 |
|
|
2020
Q2 | – | Sell |
-6,600
| Closed | -$221K | – | 115 |
|
|
2020
Q1 | $221K | Sell |
6,600
-2,225
| -25% | -$74.5K | 0.15% | 97 |
|
|
2019
Q4 | $392K | Sell |
8,825
-538
| -6% | -$23.9K | 0.21% | 76 |
|
|
2019
Q3 | $377K | Buy |
9,363
+1,123
| +14% | +$45.2K | 0.24% | 73 |
|
|
2019
Q2 | $350K | Sell |
8,240
-1,723
| -17% | -$73.2K | 0.21% | 82 |
|
|
2019
Q1 | $423K | Sell |
9,963
-2,022
| -17% | -$85.8K | 0.25% | 75 |
|
|
2018
Q4 | $457K | Buy |
11,985
+2,302
| +24% | +$87.8K | 0.31% | 64 |
|
|
2018
Q3 | $397K | Hold |
9,683
| – | – | 0.25% | 63 |
|
|
2018
Q2 | $409K | Buy |
9,683
+1
| +0% | +$42 | 0.27% | 62 |
|
|
2018
Q1 | $455K | Sell |
9,682
-18
| -0.2% | -$846 | 0.32% | 56 |
|
|
2017
Q4 | $445K | Buy |
9,700
+233
| +2% | +$10.7K | 0.28% | 58 |
|
|
2017
Q3 | $412K | Buy |
9,467
+1,196
| +14% | +$52K | 0.27% | 59 |
|
|
2017
Q2 | $338K | Buy |
8,271
+1,070
| +15% | +$43.7K | 0.23% | 67 |
|
|
2017
Q1 | $286K | Sell |
7,201
-632
| -8% | -$25.1K | 0.21% | 71 |
|
|
2016
Q4 | $280K | Buy |
7,833
+1
| +0% | +$36 | 0.2% | 68 |
|
|
2016
Q3 | $295K | Buy |
7,832
+1,487
| +23% | +$56K | 0.22% | 64 |
|
|
2016
Q2 | $224K | Hold |
6,345
| – | – | 0.18% | 67 |
|
|
2016
Q1 | $219K | Sell |
6,345
-222
| -3% | -$7.66K | 0.19% | 70 |
|
|
2015
Q4 | $215K | Buy |
+6,567
| New | +$215K | 0.18% | 70 |
|