Strategic Wealth Management Group’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
Q4 | – | Sell |
-7,741
| Closed | -$335K | – | 132 |
|
|
2020
Q3 | $335K | Sell |
7,741
-1,853
| -19% | -$80.2K | 0.16% | 76 |
|
|
2020
Q2 | $380K | Buy |
9,594
+1,877
| +24% | +$74.3K | 0.22% | 59 |
|
|
2020
Q1 | $259K | Buy |
7,717
+46
| +0.6% | +$1.54K | 0.19% | 62 |
|
|
2019
Q4 | $341K | Buy |
7,671
+201
| +3% | +$8.94K | 0.22% | 60 |
|
|
2019
Q3 | $301K | Sell |
7,470
-178
| -2% | -$7.17K | 0.22% | 60 |
|
|
2019
Q2 | $325K | Sell |
7,648
-372
| -5% | -$15.8K | 0.25% | 57 |
|
|
2019
Q1 | $341K | Buy |
8,020
+1
| +0% | +$43 | 0.28% | 53 |
|
|
2018
Q4 | $306K | Buy |
+8,019
| New | +$306K | 0.29% | 54 |
|