SWM
Sanctuary Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $35.4K | Buy |
804
+436
| +118% | +$19.2K | 0.02% | 107 |
|
|
2024
Q3 | $17.6K | Sell |
368
-135
| -27% | -$6.46K | 0.01% | 157 |
|
|
2024
Q2 | $22K | Buy |
503
+368
| +273% | +$16.1K | 0.02% | 128 |
|
|
2024
Q1 | $5.64K | Hold |
135
| – | – | ﹤0.01% | 170 |
|
|
2023
Q4 | $5.55K | Hold |
135
| – | – | 0.01% | 172 |
|
|
2023
Q3 | $5.29K | Hold |
135
| – | – | 0.01% | 161 |
|
|
2023
Q2 | $5.49K | Buy |
+135
| New | +$5.49K | 0.01% | 164 |
|
|
2022
Q4 | $5.26K | Buy |
+135
| New | +$5.26K | 0.01% | 153 |
|
|
2020
Q1 | – | Sell |
-7,368
| Closed | -$328K | – | 29 |
|
|
2019
Q4 | $328K | Buy |
7,368
+1,601
| +28% | +$71.3K | 0.37% | 14 |
|
|
2019
Q3 | $232K | Sell |
5,767
-226,831
| -98% | -$9.13M | 0.23% | 22 |
|
|
2019
Q2 | $9.89M | Buy |
232,598
+219,634
| +1,694% | +$9.34M | 9.13% | 2 |
|
|
2019
Q1 | $494K | Hold |
12,964
| – | – | 0.51% | 10 |
|
|
2018
Q4 | $494K | Sell |
12,964
-237
| -2% | -$9.03K | 0.51% | 10 |
|
|
2018
Q3 | $541K | Sell |
13,201
-1,650
| -11% | -$67.6K | 0.47% | 11 |
|
|
2018
Q2 | $627K | Sell |
14,851
-179,281
| -92% | -$7.57M | 0.55% | 10 |
|
|
2018
Q1 | $9.12M | Buy |
194,132
+18,336
| +10% | +$861K | 7.69% | 4 |
|
|
2017
Q4 | $8.07M | Buy |
+175,796
| New | +$8.07M | 7.36% | 4 |
|