Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-7,251
| Closed | -$290K | – | 53 |
|
|
2019
Q3 | $290K | Buy |
7,251
+455
| +7% | +$18.2K | 0.59% | 43 |
|
|
2019
Q2 | $290K | Sell |
6,796
-915
| -12% | -$39K | 0.27% | 43 |
|
|
2019
Q1 | $328K | Sell |
7,711
-48
| -0.6% | -$2.04K | 0.27% | 53 |
|
|
2018
Q4 | $296K | Buy |
7,759
+775
| +11% | +$29.6K | 0.29% | 50 |
|
|
2018
Q3 | $285K | Sell |
6,984
-900
| -11% | -$36.7K | 0.24% | 49 |
|
|
2018
Q2 | $330K | Hold |
7,884
| – | – | 0.35% | 44 |
|
|
2018
Q1 | $370K | Hold |
7,884
| – | – | 0.36% | 39 |
|
|
2017
Q4 | $378K | Buy |
+7,884
| New | +$378K | 0.34% | 38 |
|