Lyell 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
Q1 | – | Sell |
-6,853
| Closed | -$339K | – | 205 |
|
|
2021
Q4 | $339K | Buy |
6,853
+2,585
| +61% | +$128K | 0.04% | 158 |
|
|
2021
Q3 | $213K | Sell |
4,268
-5,341
| -56% | -$267K | 0.03% | 173 |
|
|
2021
Q2 | $522K | Sell |
9,609
-2,823
| -23% | -$153K | 0.06% | 133 |
|
|
2021
Q1 | $647K | Buy |
12,432
+3,050
| +33% | +$159K | 0.09% | 117 |
|
|
2020
Q4 | $470K | Buy |
+9,382
| New | +$470K | 0.08% | 117 |
|