OptiFour Integrated 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $247K | Buy |
5,550
+141
| +3% | +$6.28K | 0.17% | 66 |
|
|
2019
Q3 | $218K | Sell |
5,409
-184
| -3% | -$7.42K | 0.15% | 68 |
|
|
2019
Q2 | $238K | Hold |
5,593
| – | – | 0.17% | 74 |
|
|
2019
Q1 | $238K | Hold |
5,593
| – | – | 0.19% | 44 |
|
|
2018
Q4 | $213K | Buy |
5,593
+6
| +0.1% | +$228 | 0.19% | 45 |
|
|
2018
Q3 | $229K | Hold |
5,587
| – | – | 0.19% | 51 |
|
|
2018
Q2 | $236K | Sell |
5,587
-307
| -5% | -$13K | 0.2% | 48 |
|
|
2018
Q1 | $277K | Buy |
5,894
+549
| +10% | +$25.8K | 0.23% | 46 |
|
|
2017
Q4 | $245K | Buy |
+5,345
| New | +$245K | 0.2% | 52 |
|