LWS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $3.6M | Sell |
87,614
-730
| -0.8% | -$30K | 1.35% | 21 |
|
|
2023
Q3 | $3.46M | Buy |
88,344
+1,185
| +1% | +$46.5K | 1.52% | 21 |
|
|
2023
Q2 | $3.55M | Buy |
87,159
+2,297
| +3% | +$93.5K | 1.5% | 22 |
|
|
2023
Q1 | $3.43M | Buy |
84,862
+3,168
| +4% | +$128K | 1.41% | 22 |
|
|
2022
Q4 | $3.18M | Buy |
81,694
+596
| +0.7% | +$23.2K | 1.33% | 21 |
|
|
2022
Q3 | $2.96M | Sell |
81,098
-625
| -0.8% | -$22.8K | 1.13% | 23 |
|
|
2022
Q2 | $3.4M | Sell |
81,723
-5,703
| -7% | -$238K | 1.6% | 18 |
|
|
2022
Q1 | $4.03M | Buy |
87,426
+3,629
| +4% | +$167K | 1.72% | 19 |
|
|
2021
Q4 | $4.15M | Buy |
83,797
+4,082
| +5% | +$202K | 1.7% | 20 |
|
|
2021
Q3 | $3.99M | Buy |
79,715
+2,727
| +4% | +$136K | 1.75% | 20 |
|
|
2021
Q2 | $4.18M | Buy |
76,988
+13,761
| +22% | +$747K | 1.86% | 19 |
|
|
2021
Q1 | $3.29M | Buy |
63,227
+4,779
| +8% | +$249K | 1.49% | 23 |
|
|
2020
Q4 | $2.93M | Buy |
58,448
+467
| +0.8% | +$23.4K | 1.32% | 21 |
|
|
2020
Q3 | $2.51M | Sell |
57,981
-4,090
| -7% | -$177K | 1.23% | 21 |
|
|
2020
Q2 | $2.46M | Buy |
62,071
+7,160
| +13% | +$284K | 1.29% | 21 |
|
|
2020
Q1 | $1.84M | Buy |
54,911
+40,101
| +271% | +$1.35M | 1.2% | 21 |
|
|
2019
Q4 | $658K | Buy |
+14,810
| New | +$658K | 0.34% | 35 |
|