Strategies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-74,568
| Closed | -$3.11M | – | 101 |
|
|
2024
Q1 | $3.11M | Sell |
74,568
-4,029
| -5% | -$168K | 0.48% | 26 |
|
|
2023
Q4 | $3.23M | Sell |
78,597
-38,612
| -33% | -$1.59M | 0.55% | 26 |
|
|
2023
Q3 | $4.6M | Sell |
117,209
-4,465
| -4% | -$175K | 0.9% | 22 |
|
|
2023
Q2 | $4.95M | Buy |
121,674
+1,341
| +1% | +$54.6K | 1.01% | 18 |
|
|
2023
Q1 | $4.86M | Buy |
120,333
+208
| +0.2% | +$8.4K | 1.07% | 18 |
|
|
2022
Q4 | $4.68M | Buy |
+120,125
| New | +$4.68M | 1.15% | 18 |
|
|
2022
Q2 | $4.7M | Buy |
112,751
+4,889
| +5% | +$204K | 1.35% | 15 |
|
|
2022
Q1 | $4.98M | Sell |
107,862
-3
| -0% | -$138 | 1.33% | 14 |
|
|
2021
Q4 | $5.34M | Buy |
+107,865
| New | +$5.34M | 1.5% | 15 |
|