PWAG
Polaris Wealth Advisory Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $284K | Buy |
+7,255
| New | +$284K | 0.02% | 149 |
|
|
2020
Q4 | – | Sell |
-5,646
| Closed | -$247K | – | 209 |
|
|
2020
Q3 | $247K | Sell |
5,646
-2,071
| -27% | -$90.6K | 0.02% | 142 |
|
|
2020
Q2 | $310K | Buy |
+7,717
| New | +$310K | 0.02% | 120 |
|
|
2019
Q4 | – | Sell |
-13,468
| Closed | -$536K | – | 186 |
|
|
2019
Q3 | $536K | Sell |
13,468
-2,530
| -16% | -$101K | 0.04% | 112 |
|
|
2019
Q2 | $690K | Sell |
15,998
-10,233
| -39% | -$441K | 0.05% | 102 |
|
|
2019
Q1 | $1.13M | Buy |
26,231
+9,540
| +57% | +$412K | 0.09% | 99 |
|
|
2018
Q4 | $636K | Sell |
16,691
-4,743
| -22% | -$181K | 0.06% | 100 |
|
|
2018
Q3 | $879K | Buy |
21,434
+1,719
| +9% | +$70.5K | 0.06% | 97 |
|
|
2018
Q2 | $926K | Sell |
19,715
-1,437
| -7% | -$67.5K | 0.08% | 81 |
|
|
2018
Q1 | $994K | Sell |
21,152
-54,712
| -72% | -$2.57M | 0.08% | 90 |
|
|
2017
Q4 | $3.48M | Buy |
75,864
+142
| +0.2% | +$6.52K | 0.29% | 59 |
|
|
2017
Q3 | $3.3M | Buy |
75,722
+8,511
| +13% | +$371K | 0.29% | 62 |
|
|
2017
Q2 | $2.74M | Buy |
67,211
+3,009
| +5% | +$123K | 0.31% | 52 |
|
|
2017
Q1 | $2.55M | Sell |
64,202
-684
| -1% | -$27.2K | 0.28% | 59 |
|
|
2016
Q4 | $2.32M | Sell |
64,886
-512
| -0.8% | -$18.3K | 0.27% | 58 |
|
|
2016
Q3 | $2.46M | Buy |
65,398
+1,649
| +3% | +$62.1K | 0.29% | 55 |
|
|
2016
Q2 | $2.25M | Buy |
63,749
+1,977
| +3% | +$69.7K | 0.35% | 43 |
|
|
2016
Q1 | $2.14M | Buy |
61,772
+54,271
| +724% | +$1.88M | 0.33% | 46 |
|
|
2015
Q4 | $245K | Buy |
+7,501
| New | +$245K | 0.04% | 128 |
|