Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $6.5M | Buy |
163,682
+19,581
| +14% | +$778K | 2.18% | 5 |
|
|
2016
Q4 | $5.16M | Sell |
144,101
-9,564
| -6% | -$342K | 1.92% | 9 |
|
|
2016
Q3 | $5.78M | Sell |
153,665
-21,460
| -12% | -$807K | 2.07% | 6 |
|
|
2016
Q2 | $6.17M | Buy |
175,125
+1,071
| +0.6% | +$37.7K | 2.38% | 6 |
|
|
2016
Q1 | $6.02M | Buy |
174,054
+3,517
| +2% | +$122K | 2.54% | 6 |
|
|
2015
Q4 | $5.58M | Buy |
170,537
+114,132
| +202% | +$3.73M | 2.4% | 6 |
|
|
2015
Q3 | $1.87M | Sell |
56,405
-3,093
| -5% | -$102K | 0.82% | 26 |
|
|
2015
Q2 | $2.43M | Sell |
59,498
-3,550
| -6% | -$145K | 0.94% | 20 |
|
|
2015
Q1 | $2.58M | Buy |
+63,048
| New | +$2.58M | 1.08% | 19 |
|