Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,600
| Closed | -$58K | – | 200 |
|
|
2022
Q3 | $58K | Hold |
1,600
| – | – | 0.02% | 120 |
|
|
2022
Q2 | $67K | Buy |
+1,600
| New | +$67K | 0.02% | 121 |
|
|
2021
Q4 | – | Sell |
-1,100
| Closed | -$55K | – | 191 |
|
|
2021
Q3 | $55K | Hold |
1,100
| – | – | 0.02% | 129 |
|
|
2021
Q2 | $60K | Buy |
1,100
+200
| +22% | +$10.9K | 0.02% | 148 |
|
|
2021
Q1 | $47K | Sell |
900
-77
| -8% | -$4.02K | 0.01% | 152 |
|
|
2020
Q4 | $49K | Sell |
977
-500
| -34% | -$25.1K | 0.01% | 147 |
|
|
2020
Q3 | $64K | Sell |
1,477
-201
| -12% | -$8.71K | 0.02% | 123 |
|
|
2020
Q2 | $66K | Hold |
1,678
| – | – | 0.02% | 118 |
|
|
2020
Q1 | $56K | Hold |
1,678
| – | – | 0.02% | 110 |
|
|
2019
Q4 | $75K | Buy |
1,678
+3
| +0.2% | +$134 | 0.03% | 123 |
|
|
2019
Q3 | $67K | Buy |
1,675
+79
| +5% | +$3.16K | 0.03% | 117 |
|
|
2019
Q2 | $68K | Buy |
1,596
+2
| +0.1% | +$85 | 0.03% | 114 |
|
|
2019
Q1 | $68K | Buy |
+1,594
| New | +$68K | 0.03% | 117 |
|