SFA
Source Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,972
| Closed | -$246K | – | 119 |
|
|
2021
Q4 | $246K | Buy |
4,972
+23
| +0.5% | +$1.14K | 0.07% | 100 |
|
|
2021
Q3 | $248K | Sell |
4,949
-1,106
| -18% | -$55.4K | 0.06% | 97 |
|
|
2021
Q2 | $329K | Sell |
6,055
-177
| -3% | -$9.62K | 0.08% | 85 |
|
|
2021
Q1 | $324K | Buy |
6,232
+898
| +17% | +$46.7K | 0.09% | 89 |
|
|
2020
Q4 | $267K | Buy |
+5,334
| New | +$267K | 0.07% | 93 |
|