Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-7,929
| Closed | -$322K | – | 114 |
|
|
2023
Q2 | $322K | Buy |
+7,929
| New | +$322K | 0.16% | 73 |
|
|
2022
Q4 | $344K | Sell |
8,087
-326
| -4% | -$13.9K | 0.18% | 77 |
|
|
2022
Q3 | $307K | Sell |
8,413
-875
| -9% | -$31.9K | 0.13% | 93 |
|
|
2022
Q2 | $387K | Buy |
9,288
+3,813
| +70% | +$159K | 0.14% | 95 |
|
|
2022
Q1 | $253K | Buy |
5,475
+2,307
| +73% | +$107K | 0.09% | 111 |
|
|
2021
Q4 | $157K | Buy |
3,168
+16
| +0.5% | +$793 | 0.06% | 147 |
|
|
2021
Q3 | $158K | Hold |
3,152
| – | – | 0.08% | 126 |
|
|
2021
Q2 | $171K | Sell |
3,152
-102
| -3% | -$5.53K | 0.14% | 80 |
|
|
2021
Q1 | $169K | Sell |
3,254
-701
| -18% | -$36.4K | 0.15% | 59 |
|
|
2020
Q4 | $198K | Buy |
3,955
+92
| +2% | +$4.61K | 0.13% | 59 |
|
|
2020
Q3 | $167K | Sell |
3,863
-1,021
| -21% | -$44.1K | 0.13% | 53 |
|
|
2020
Q2 | $193K | Buy |
4,884
+810
| +20% | +$32K | 0.16% | 48 |
|
|
2020
Q1 | $137K | Sell |
4,074
-594
| -13% | -$20K | 0.21% | 32 |
|
|
2019
Q4 | $208K | Hold |
4,668
| – | – | 0.25% | 27 |
|
|
2019
Q3 | $188K | Buy |
+4,668
| New | +$188K | 0.26% | 35 |
|