Lumature Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-30
| Closed | -$1.21K | – | 408 |
|
|
2023
Q1 | $1.21K | Buy |
+30
| New | +$1.21K | ﹤0.01% | 367 |
|
|
2022
Q1 | – | Sell |
-1,220
| Closed | -$60K | – | 428 |
|
|
2021
Q4 | $60K | Hold |
1,220
| – | – | 0.02% | 218 |
|
|
2021
Q3 | $61K | Hold |
1,220
| – | – | 0.02% | 222 |
|
|
2021
Q2 | $66K | Hold |
1,220
| – | – | 0.03% | 212 |
|
|
2021
Q1 | $64K | Buy |
1,220
+920
| +307% | +$48.3K | 0.03% | 209 |
|
|
2020
Q4 | $15K | Buy |
+300
| New | +$15K | 0.01% | 159 |
|