V Wealth Advisors’s iShares Core MSCI Emerging Markets ETF IEMG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-50,495
| Closed | -$3.12M | – | 468 |
|
|
2021
Q3 | $3.12M | Buy |
50,495
+2,643
| +6% | +$163K | 0.48% | 39 |
|
|
2021
Q2 | $3.21M | Buy |
47,852
+10,651
| +29% | +$714K | 0.51% | 36 |
|
|
2021
Q1 | $2.39M | Buy |
+37,201
| New | +$2.39M | 0.44% | 48 |
|
|
2020
Q2 | – | Sell |
-5,537
| Closed | -$224K | – | 359 |
|
|
2020
Q1 | $224K | Sell |
5,537
-10,099
| -65% | -$409K | 0.07% | 277 |
|
|
2019
Q4 | $766K | Hold |
15,636
| – | – | 0.27% | 98 |
|
|
2019
Q3 | $766K | Buy |
15,636
+683
| +5% | +$33.5K | 0.27% | 98 |
|
|
2019
Q2 | $770K | Buy |
14,953
+417
| +3% | +$21.5K | 0.29% | 92 |
|
|
2019
Q1 | $764K | Sell |
14,536
-1,269
| -8% | -$66.7K | 0.31% | 86 |
|
|
2018
Q4 | $758K | Sell |
15,805
-615
| -4% | -$29.5K | 0.39% | 70 |
|
|
2018
Q3 | $852K | Buy |
16,420
+6,068
| +59% | +$315K | 0.39% | 68 |
|
|
2018
Q2 | $551K | Buy |
10,352
+551
| +6% | +$29.3K | 0.31% | 88 |
|
|
2018
Q1 | $565K | Buy |
9,801
+2,995
| +44% | +$173K | 0.3% | 94 |
|
|
2017
Q4 | $406K | Sell |
6,806
-1,203
| -15% | -$71.8K | 0.2% | 119 |
|
|
2017
Q3 | $431K | Sell |
8,009
-40,346
| -83% | -$2.17M | 0.22% | 107 |
|
|
2017
Q2 | $2.43M | Buy |
48,355
+21,524
| +80% | +$1.08M | 1.14% | 17 |
|
|
2017
Q1 | $1.28M | Buy |
+26,831
| New | +$1.28M | 0.79% | 42 |
|
|
2016
Q4 | – | Sell |
-15,798
| Closed | -$720K | – | 180 |
|
|
2016
Q3 | $720K | Buy |
+15,798
| New | +$720K | 0.58% | 57 |
|