Southern 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
Q1 | $2.38M | Buy |
58,906
+7,617
| +15% | +$308K | 0.92% | 31 |
|
|
2022
Q4 | $2M | Sell |
51,289
-17,360
| -25% | -$677K | 0.8% | 32 |
|
|
2022
Q3 | $2.43M | Sell |
68,649
-6,739
| -9% | -$239K | 0.98% | 29 |
|
|
2022
Q2 | $3.14M | Sell |
75,388
-44,243
| -37% | -$1.84M | 1.2% | 24 |
|
|
2022
Q1 | $5.52M | Buy |
119,631
+45,003
| +60% | +$2.08M | 1.8% | 17 |
|
|
2021
Q4 | $3.69M | Buy |
74,628
+12,604
| +20% | +$623K | 1.46% | 19 |
|
|
2021
Q3 | $3.1M | Buy |
62,024
+1,216
| +2% | +$60.8K | 0.91% | 27 |
|
|
2021
Q2 | $3.12M | Buy |
60,808
+17,274
| +40% | +$886K | 0.9% | 27 |
|
|
2021
Q1 | $2.27M | Buy |
43,534
+15,061
| +53% | +$784K | 0.75% | 30 |
|
|
2020
Q4 | $1.43M | Buy |
28,473
+393
| +1% | +$19.7K | 0.54% | 33 |
|
|
2020
Q3 | $1.21M | Buy |
28,080
+5,657
| +25% | +$245K | 0.45% | 35 |
|
|
2020
Q2 | $888K | Buy |
22,423
+15,145
| +208% | +$600K | 0.17% | 36 |
|
|
2020
Q1 | $244K | Sell |
7,278
-569
| -7% | -$19.1K | 0.05% | 53 |
|
|
2019
Q4 | $349K | Buy |
+7,847
| New | +$349K | 0.07% | 49 |
|