Huber Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $985K | Buy |
29,360
+1,445
| +5% | +$48.5K | 0.37% | 32 |
|
|
2019
Q4 | $1.24M | Sell |
27,915
-1,672
| -6% | -$74.3K | 0.43% | 30 |
|
|
2019
Q3 | $1.19M | Sell |
29,587
-2,157
| -7% | -$86.8K | 0.47% | 30 |
|
|
2019
Q2 | $1.35M | Buy |
31,744
+271
| +0.9% | +$11.5K | 0.59% | 23 |
|
|
2019
Q1 | $1.34M | Sell |
31,473
-37,507
| -54% | -$1.59M | 0.65% | 21 |
|
|
2018
Q4 | $2.63M | Buy |
68,980
+36,346
| +111% | +$1.38M | 1.44% | 8 |
|
|
2018
Q3 | $1.34M | Buy |
32,634
+3,516
| +12% | +$144K | 1.03% | 19 |
|
|
2018
Q2 | $1.23M | Buy |
29,118
+1,410
| +5% | +$59.5K | 1.12% | 16 |
|
|
2018
Q1 | $1.3M | Buy |
27,708
+2,280
| +9% | +$107K | 1.28% | 16 |
|
|
2017
Q4 | $1.17M | Buy |
+25,428
| New | +$1.17M | 1.29% | 16 |
|