Sandy Cove Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-17,649
| Closed | -$725K | – | 134 |
|
2023
Q4 | $725K | Buy |
17,649
+372
| +2% | +$15.3K | 0.37% | 48 |
|
2023
Q3 | $677K | Sell |
17,277
-3,660
| -17% | -$144K | 0.39% | 48 |
|
2023
Q2 | $852K | Buy |
+20,937
| New | +$852K | 0.48% | 45 |
|
2022
Q2 | – | Sell |
-4,247
| Closed | -$196K | – | 383 |
|
2022
Q1 | $196K | Hold |
4,247
| – | – | 0.16% | 86 |
|
2021
Q4 | $210K | Buy |
+4,247
| New | +$210K | 0.18% | 72 |
|