Johanson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $550K | Buy |
11,120
+570
| +5% | +$28.2K | 0.17% | 84 |
|
|
2021
Q3 | $528K | Buy |
10,550
+520
| +5% | +$26K | 0.18% | 81 |
|
|
2021
Q2 | $535K | Sell |
10,030
-1,068
| -10% | -$57K | 0.18% | 81 |
|
|
2021
Q1 | $579K | Buy |
11,098
+1,809
| +19% | +$94.4K | 0.21% | 74 |
|
|
2020
Q4 | $465K | Buy |
9,289
+2,779
| +43% | +$139K | 0.19% | 79 |
|
|
2020
Q3 | $284K | Buy |
+6,510
| New | +$284K | 0.13% | 90 |
|
|
2020
Q1 | – | Sell |
-247,809
| Closed | -$5.57M | – | 247 |
|
|
2019
Q4 | $5.57M | Buy |
247,809
+242,591
| +4,649% | +$5.46M | 0.26% | 58 |
|
|
2019
Q3 | $209K | Buy |
5,218
+113
| +2% | +$4.53K | 0.11% | 96 |
|
|
2019
Q2 | $216K | Buy |
5,105
+13
| +0.3% | +$550 | 0.12% | 96 |
|
|
2019
Q1 | $217K | Buy |
+5,092
| New | +$217K | 0.12% | 95 |
|