Stewardship Financial Advisors’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 |
-89,100
| Closed | -$2.99M | – | 81 |
|
2020
Q1 | $2.99M | Sell |
89,100
-588
| -0.7% | -$19.7K | 1.52% | 14 |
|
2019
Q4 | $3.99M | Sell |
89,688
-886
| -1% | -$39.4K | 1.46% | 14 |
|
2019
Q3 | $3.65M | Sell |
90,574
-575
| -0.6% | -$23.2K | 1.54% | 14 |
|
2019
Q2 | $3.88M | Sell |
91,149
-2,300
| -2% | -$97.8K | 1.68% | 14 |
|
2019
Q1 | $3.97M | Sell |
93,449
-132,208
| -59% | -$5.62M | 1.83% | 13 |
|
2018
Q4 | $8.6M | Buy |
225,657
+225,209
| +50,270% | +$8.58M | 4.41% | 8 |
|
2018
Q3 | $18K | Buy |
+448
| New | +$18K | 0.01% | 67 |
|