Independence 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
Q3 | $5.66M | Sell |
130,833
-1,404
| -1% | -$60.7K | 1.21% | 18 |
|
|
2020
Q2 | $5.24M | Buy |
132,237
+7,435
| +6% | +$295K | 1.2% | 17 |
|
|
2020
Q1 | $4.19M | Sell |
124,802
-11,845
| -9% | -$397K | 1.16% | 16 |
|
|
2019
Q4 | $6.08M | Sell |
136,647
-14,830
| -10% | -$660K | 1.47% | 16 |
|
|
2019
Q3 | $6.1M | Buy |
151,477
+20,073
| +15% | +$808K | 1.48% | 15 |
|
|
2019
Q2 | $5.59M | Sell |
131,404
-2,069
| -2% | -$88K | 1.43% | 15 |
|
|
2019
Q1 | $5.67M | Buy |
133,473
+11,557
| +9% | +$491K | 1.6% | 15 |
|
|
2018
Q4 | $4.65M | Buy |
121,916
+28,351
| +30% | +$1.08M | 1.54% | 15 |
|
|
2018
Q3 | $3.84M | Buy |
93,565
+7,800
| +9% | +$320K | 1.14% | 16 |
|
|
2018
Q2 | $3.62M | Sell |
85,765
-3,949
| -4% | -$167K | 1.16% | 16 |
|
|
2018
Q1 | $4.22M | Buy |
89,714
+3,278
| +4% | +$154K | 1.39% | 15 |
|
|
2017
Q4 | $3.97M | Sell |
86,436
-2,222
| -3% | -$102K | 1.34% | 14 |
|
|
2017
Q3 | $3.86M | Sell |
88,658
-1,079
| -1% | -$47K | 1.54% | 12 |
|
|
2017
Q2 | $3.66M | Sell |
89,737
-1,569
| -2% | -$64.1K | 1.46% | 13 |
|
|
2017
Q1 | $3.63M | Sell |
91,306
-906
| -1% | -$36K | 1.52% | 13 |
|
|
2016
Q4 | $3.3M | Buy |
92,212
+3,318
| +4% | +$119K | 1.45% | 15 |
|
|
2016
Q3 | $3.35M | Buy |
88,894
+10,071
| +13% | +$379K | 1.57% | 11 |
|
|
2016
Q2 | $2.78M | Buy |
+78,823
| New | +$2.78M | 1.46% | 14 |
|