RPg Family Wealth Advisory’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-987
| Closed | -$39.1K | – | 290 |
|
2020
Q2 | $39.1K | Hold |
987
| – | – | 0.02% | 170 |
|
2020
Q1 | $33.1K | Buy |
+987
| New | +$33.1K | 0.03% | 160 |
|
2019
Q4 | – | Sell |
-1,461
| Closed | -$58.8K | – | 304 |
|
2019
Q3 | $58.8K | Hold |
1,461
| – | – | 0.04% | 154 |
|
2019
Q2 | $62.1K | Buy |
1,461
+474
| +48% | +$20.2K | 0.04% | 151 |
|
2019
Q1 | $41.9K | Hold |
987
| – | – | 0.02% | 178 |
|
2018
Q4 | $37.6K | Hold |
987
| – | – | 0.04% | 124 |
|
2018
Q3 | $40.5K | Buy |
+987
| New | +$40.5K | 0.03% | 125 |
|
2016
Q1 | – | Sell |
-820
| Closed | -$26.8K | – | 298 |
|
2015
Q4 | $26.8K | Buy |
+820
| New | +$26.8K | 0.02% | 129 |
|