Strategic Wealth Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $230K | Sell |
5,496
-4,708
| -46% | -$197K | 0.03% | 68 |
|
|
2023
Q4 | $419K | Sell |
10,204
-5,161
| -34% | -$212K | 0.05% | 56 |
|
|
2023
Q3 | $602K | Sell |
15,365
-440
| -3% | -$17.3K | 0.09% | 47 |
|
|
2023
Q2 | $642K | Sell |
15,805
-334
| -2% | -$13.6K | 0.09% | 46 |
|
|
2023
Q1 | $640K | Buy |
16,139
+8,800
| +120% | +$349K | 0.1% | 43 |
|
|
2022
Q4 | $286K | Buy |
7,339
+9
| +0.1% | +$351 | 0.06% | 47 |
|
|
2022
Q3 | $267K | Sell |
7,330
-5,707
| -44% | -$208K | 0.06% | 49 |
|
|
2022
Q2 | $543K | Buy |
13,037
+2,473
| +23% | +$103K | 0.12% | 36 |
|
|
2022
Q1 | $487K | Sell |
10,564
-1,104
| -9% | -$50.9K | 0.09% | 38 |
|
|
2021
Q4 | $577K | Sell |
11,668
-265
| -2% | -$13.1K | 0.1% | 42 |
|
|
2021
Q3 | $597K | Buy |
+11,933
| New | +$597K | 0.11% | 40 |
|
|
2021
Q1 | $643K | Buy |
12,363
+4
| +0% | +$208 | 0.13% | 39 |
|
|
2020
Q4 | $619K | Buy |
12,359
+189
| +2% | +$9.47K | 0.13% | 38 |
|
|
2020
Q3 | $526K | Sell |
12,170
-3,588
| -23% | -$155K | 0.13% | 35 |
|
|
2020
Q2 | $624K | Sell |
15,758
-7,969
| -34% | -$316K | 0.16% | 39 |
|
|
2020
Q1 | $796K | Buy |
23,727
+6,084
| +34% | +$204K | 0.23% | 30 |
|
|
2019
Q4 | $785K | Buy |
+17,643
| New | +$785K | 0.19% | 31 |
|