VWA
V Wealth Advisors’s iShares JPMorgan USD Emerging Markets Bond ETF EMB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,157
| Closed | -$208K | – | 351 |
|
|
2020
Q1 | $208K | Sell |
2,157
-4,531
| -68% | -$437K | 0.07% | 287 |
|
|
2019
Q4 | $758K | Hold |
6,688
| – | – | 0.27% | 99 |
|
|
2019
Q3 | $758K | Buy |
6,688
+544
| +9% | +$61.7K | 0.27% | 99 |
|
|
2019
Q2 | $699K | Buy |
6,144
+342
| +6% | +$38.9K | 0.27% | 97 |
|
|
2019
Q1 | $637K | Buy |
+5,802
| New | +$637K | 0.26% | 101 |
|
|
2017
Q3 | – | Sell |
-687
| Closed | -$78K | – | 344 |
|
|
2017
Q2 | $78K | Buy |
+687
| New | +$78K | 0.04% | 263 |
|