Sutton 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $107K | Sell |
2,723
-1,728
| -39% | -$67.8K | 0.05% | 164 |
|
2023
Q2 | $181K | Hold |
4,451
| – | – | 0.09% | 119 |
|
2023
Q1 | $180K | Buy |
4,451
+1,269
| +40% | +$51.3K | 0.1% | 112 |
|
2022
Q4 | $124K | Sell |
3,182
-90
| -3% | -$3.51K | 0.05% | 222 |
|
2022
Q3 | $119K | Hold |
3,272
| – | – | 0.05% | 225 |
|
2022
Q2 | $136K | Sell |
3,272
-139
| -4% | -$5.79K | 0.05% | 203 |
|
2022
Q1 | $157K | Sell |
3,411
-258
| -7% | -$11.9K | 0.05% | 199 |
|
2021
Q4 | $181K | Buy |
3,669
+72
| +2% | +$3.56K | 0.06% | 191 |
|
2021
Q3 | $180K | Sell |
3,597
-462
| -11% | -$23.1K | 0.07% | 184 |
|
2021
Q2 | $220K | Sell |
4,059
-17
| -0.4% | -$923 | 0.08% | 170 |
|
2021
Q1 | $212K | Hold |
4,076
| – | – | 0.08% | 166 |
|
2020
Q4 | $204K | Sell |
4,076
-34
| -0.8% | -$1.7K | 0.09% | 155 |
|
2020
Q3 | $178K | Sell |
4,110
-116
| -3% | -$5.02K | 0.09% | 153 |
|
2020
Q2 | $167K | Sell |
4,226
-3,490
| -45% | -$138K | 0.09% | 154 |
|
2020
Q1 | $259K | Sell |
7,716
-1,055
| -12% | -$35.4K | 0.16% | 103 |
|
2019
Q4 | $390K | Hold |
8,771
| – | – | 0.2% | 87 |
|
2019
Q3 | $353K | Sell |
8,771
-202
| -2% | -$8.13K | 0.2% | 88 |
|
2019
Q2 | $382K | Sell |
8,973
-164
| -2% | -$6.98K | 0.22% | 83 |
|
2019
Q1 | $388K | Buy |
9,137
+543
| +6% | +$23.1K | 0.23% | 81 |
|
2018
Q4 | $327K | Buy |
8,594
+8,519
| +11,359% | +$325K | 0.21% | 84 |
|
2018
Q3 | $3.08K | Hold |
75
| – | – | ﹤0.01% | 961 |
|
2018
Q2 | $3.17K | Hold |
75
| – | – | ﹤0.01% | 971 |
|
2018
Q1 | $3.52K | Hold |
75
| – | – | ﹤0.01% | 957 |
|
2017
Q4 | $3.44K | Hold |
75
| – | – | ﹤0.01% | 925 |
|
2017
Q3 | $3.27K | Hold |
75
| – | – | ﹤0.01% | 912 |
|
2017
Q2 | $3.06K | Hold |
75
| – | – | ﹤0.01% | 923 |
|
2017
Q1 | $2.98K | Hold |
75
| – | – | ﹤0.01% | 902 |
|
2016
Q4 | $2.68K | Hold |
75
| – | – | ﹤0.01% | 910 |
|
2016
Q3 | $2.82K | Sell |
75
-20
| -21% | -$753 | ﹤0.01% | 897 |
|
2016
Q2 | $3.35K | Hold |
95
| – | – | ﹤0.01% | 848 |
|
2016
Q1 | $3.29K | Buy |
+95
| New | +$3.29K | ﹤0.01% | 835 |
|