VWA
V Wealth Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-5,472
| Closed | -$216K | – | 178 |
|
|
2023
Q2 | $216K | Sell |
5,472
-4,333
| -44% | -$171K | 0.04% | 350 |
|
|
2023
Q1 | $387K | Buy |
+9,805
| New | +$387K | 0.07% | 239 |
|
|
2022
Q1 | – | Sell |
-5,456
| Closed | -$267K | – | 444 |
|
|
2021
Q4 | $267K | Sell |
5,456
-845
| -13% | -$41.4K | 0.04% | 374 |
|
|
2021
Q3 | $318K | Sell |
6,301
-4,025
| -39% | -$203K | 0.05% | 348 |
|
|
2021
Q2 | $571K | Buy |
10,326
+6,071
| +143% | +$336K | 0.09% | 245 |
|
|
2021
Q1 | $227K | Buy |
4,255
+375
| +10% | +$20K | 0.04% | 385 |
|
|
2020
Q4 | $201K | Buy |
+3,880
| New | +$201K | 0.04% | 367 |
|
|
2020
Q2 | – | Sell |
-11,353
| Closed | -$387K | – | 347 |
|
|
2020
Q1 | $387K | Buy |
11,353
+3,984
| +54% | +$136K | 0.12% | 183 |
|
|
2019
Q4 | $301K | Hold |
7,369
| – | – | 0.11% | 197 |
|
|
2019
Q3 | $301K | Sell |
7,369
-1,653
| -18% | -$67.5K | 0.11% | 198 |
|
|
2019
Q2 | $384K | Sell |
9,022
-4,568
| -34% | -$194K | 0.15% | 162 |
|
|
2019
Q1 | $594K | Buy |
13,590
+7,861
| +137% | +$344K | 0.24% | 104 |
|
|
2018
Q4 | $229K | Sell |
5,729
-167
| -3% | -$6.68K | 0.12% | 187 |
|
|
2018
Q3 | $251K | Sell |
5,896
-2,434
| -29% | -$104K | 0.12% | 188 |
|
|
2018
Q2 | $366K | Buy |
8,330
+770
| +10% | +$33.8K | 0.2% | 122 |
|
|
2018
Q1 | $359K | Buy |
7,560
+2,821
| +60% | +$134K | 0.19% | 129 |
|
|
2017
Q4 | $234K | Buy |
+4,739
| New | +$234K | 0.12% | 172 |
|
|
2017
Q3 | – | Sell |
-3,024
| Closed | -$125K | – | 340 |
|
|
2017
Q2 | $125K | Sell |
3,024
-5,308
| -64% | -$219K | 0.06% | 220 |
|
|
2017
Q1 | $328K | Buy |
+8,332
| New | +$328K | 0.2% | 127 |
|