Squar Milner Financial Services’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 | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-5,904
| Closed | -$198K | – | 740 |
|
2020
Q1 | $198K | Hold |
5,904
| – | – | 0.12% | 163 |
|
2019
Q4 | $262K | Buy |
+5,904
| New | +$262K | 0.13% | 160 |
|
2019
Q3 | – | Sell |
-5,956
| Closed | -$253K | – | 716 |
|
2019
Q2 | $253K | Buy |
5,956
+270
| +5% | +$11.5K | 0.17% | 136 |
|
2019
Q1 | $241K | Sell |
5,686
-1,294
| -19% | -$54.8K | 0.18% | 141 |
|
2018
Q4 | $266K | Sell |
6,980
-2,756
| -28% | -$105K | 0.26% | 102 |
|
2018
Q3 | $399K | Buy |
9,736
+1,243
| +15% | +$50.9K | 0.36% | 65 |
|
2018
Q2 | $358K | Buy |
8,493
+305
| +4% | +$12.9K | 0.32% | 83 |
|
2018
Q1 | $385K | Buy |
8,188
+91
| +1% | +$4.28K | 0.49% | 63 |
|
2017
Q4 | $406K | Buy |
+8,097
| New | +$406K | 0.49% | 65 |
|