Transform Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-11,015
| Closed | -$573K | – | 233 |
|
|
2021
Q1 | $573K | Sell |
11,015
-246
| -2% | -$12.8K | 0.11% | 144 |
|
|
2020
Q4 | $564K | Buy |
+11,261
| New | +$564K | 0.12% | 138 |
|
|
2020
Q2 | – | Sell |
-6,256
| Closed | -$210K | – | 240 |
|
|
2020
Q1 | $210K | Sell |
6,256
-5,253
| -46% | -$176K | 0.04% | 193 |
|
|
2019
Q4 | $512K | Buy |
11,509
+6,083
| +112% | +$271K | 0.08% | 158 |
|
|
2019
Q3 | $218K | Sell |
5,426
-4,188
| -44% | -$168K | 0.04% | 197 |
|
|
2019
Q2 | $409K | Buy |
+9,614
| New | +$409K | 0.06% | 185 |
|