Sugarloaf Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $170K | Sell |
3,858
-975
| -20% | -$42.9K | 0.03% | 186 |
|
|
2024
Q3 | $231K | Buy |
4,833
+888
| +23% | +$42.5K | 0.04% | 144 |
|
|
2024
Q2 | $173K | Buy |
3,945
+854
| +28% | +$37.4K | 0.04% | 166 |
|
|
2024
Q1 | $129K | Sell |
3,091
-3,881
| -56% | -$162K | 0.03% | 203 |
|
|
2023
Q4 | $287K | Buy |
6,972
+3,427
| +97% | +$141K | 0.07% | 106 |
|
|
2023
Q3 | $139K | Buy |
3,545
+901
| +34% | +$35.3K | 0.04% | 182 |
|
|
2023
Q2 | $108K | Buy |
2,644
+1,291
| +95% | +$52.5K | 0.03% | 199 |
|
|
2023
Q1 | $54.7K | Buy |
1,353
+368
| +37% | +$14.9K | 0.01% | 277 |
|
|
2022
Q4 | $38.4K | Buy |
985
+815
| +479% | +$31.8K | 0.01% | 322 |
|
|
2022
Q3 | $7K | Buy |
170
+70
| +70% | +$2.88K | ﹤0.01% | 570 |
|
|
2022
Q2 | $4K | Sell |
100
-288
| -74% | -$11.5K | ﹤0.01% | 634 |
|
|
2022
Q1 | $18K | Buy |
388
+1
| +0.3% | +$46 | ﹤0.01% | 421 |
|
|
2021
Q4 | $19K | Buy |
387
+3
| +0.8% | +$147 | ﹤0.01% | 434 |
|
|
2021
Q3 | $19K | Buy |
384
+2
| +0.5% | +$99 | 0.01% | 433 |
|
|
2021
Q2 | $21K | Buy |
382
+367
| +2,447% | +$20.2K | 0.01% | 406 |
|
|
2021
Q1 | $20 | Sell |
15
-365
| -96% | -$487 | 0.01% | 408 |
|
|
2020
Q4 | $19K | Buy |
380
+2
| +0.5% | +$100 | 0.01% | 394 |
|
|
2020
Q3 | $16K | Sell |
378
-9
| -2% | -$381 | 0.01% | 393 |
|
|
2020
Q2 | $15K | Buy |
387
+1
| +0.3% | +$39 | 0.01% | 394 |
|
|
2020
Q1 | $13K | Sell |
386
-71
| -16% | -$2.39K | 0.01% | 402 |
|
|
2019
Q4 | $20K | Buy |
+457
| New | +$20K | 0.01% | 371 |
|