Vontobel Swiss 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-40,000
| Closed | -$1.61M | – | 104 |
|
2019
Q3 | $1.61M | Hold |
40,000
| – | – | 1.04% | 36 |
|
2019
Q2 | $1.7M | Buy |
+40,000
| New | +$1.7M | 0.91% | 41 |
|
2016
Q4 | – | Sell |
-6,300
| Closed | -$237K | – | 78 |
|
2016
Q3 | $237K | Buy |
+6,300
| New | +$237K | 0.13% | 68 |
|
2015
Q1 | – | Sell |
-3,004
| Closed | -$120K | – | 106 |
|
2014
Q4 | $120K | Buy |
+3,004
| New | +$120K | 0.09% | 39 |
|