Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $966K | Buy |
24,408
+12,386
| +103% | +$490K | 0.3% | 67 |
|
|
2020
Q1 | $403K | Buy |
12,022
+2,474
| +26% | +$82.9K | 0.14% | 93 |
|
|
2019
Q4 | $425K | Sell |
9,548
-3,463
| -27% | -$154K | 0.12% | 103 |
|
|
2019
Q3 | $523K | Buy |
13,011
+2,036
| +19% | +$81.8K | 0.15% | 92 |
|
|
2019
Q2 | $466K | Buy |
10,975
+8,363
| +320% | +$355K | 0.14% | 89 |
|
|
2019
Q1 | $111K | Sell |
2,612
-169
| -6% | -$7.18K | 0.03% | 168 |
|
|
2018
Q4 | $106K | Sell |
2,781
-129
| -4% | -$4.92K | 0.04% | 151 |
|
|
2018
Q3 | $121K | Sell |
2,910
-3,562
| -55% | -$148K | 0.04% | 176 |
|
|
2018
Q2 | $273K | Buy |
6,472
+710
| +12% | +$29.9K | 0.09% | 121 |
|
|
2018
Q1 | $270K | Buy |
5,762
+3,054
| +113% | +$143K | 0.09% | 114 |
|
|
2017
Q4 | $124K | Buy |
2,708
+2,480
| +1,088% | +$114K | 0.04% | 148 |
|
|
2017
Q3 | $9K | Sell |
228
-32
| -12% | -$1.26K | ﹤0.01% | 410 |
|
|
2017
Q2 | $11K | Buy |
+260
| New | +$11K | ﹤0.01% | 368 |
|