Lionsbridge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-28,176
| Closed | -$1.3M | – | 54 |
|
|
2022
Q1 | $1.3M | Sell |
28,176
-1,383
| -5% | -$63.8K | 1.51% | 30 |
|
|
2021
Q4 | $1.46M | Sell |
29,559
-190
| -0.6% | -$9.39K | 1.57% | 31 |
|
|
2021
Q3 | $1.49M | Buy |
29,749
+351
| +1% | +$17.5K | 1.61% | 25 |
|
|
2021
Q2 | $1.6M | Buy |
29,398
+13,024
| +80% | +$707K | 1.7% | 18 |
|
|
2021
Q1 | $852K | Buy |
+16,374
| New | +$852K | 0.83% | 46 |
|
|
2020
Q1 | – | Sell |
-365
| Closed | -$16K | – | 313 |
|
|
2019
Q4 | $16K | Buy |
+365
| New | +$16K | 0.01% | 102 |
|