Stone Asset 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 | $3.31M | Sell |
81,931
-67,133
| -45% | -$2.71M | 5.29% | 8 |
|
2022
Q4 | $5.81M | Sell |
149,064
-21,564
| -13% | -$841K | 3.61% | 11 |
|
2022
Q3 | $6.23M | Sell |
170,628
-6,919
| -4% | -$252K | 4.06% | 11 |
|
2022
Q2 | $7.4M | Buy |
177,547
+12,272
| +7% | +$511K | 4.65% | 7 |
|
2022
Q1 | $7.62M | Buy |
165,275
+6,933
| +4% | +$320K | 4.25% | 9 |
|
2021
Q4 | $7.83M | Buy |
+158,342
| New | +$7.83M | 4.61% | 9 |
|