WAM
Wealthspire Advisors (Maryland)’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $52.3M | Buy |
1,209,836
+901,169
| +292% | +$39M | 1.84% | 12 |
|
|
2020
Q2 | $12.2M | Buy |
308,667
+64,514
| +26% | +$2.56M | 0.87% | 21 |
|
|
2020
Q1 | $8.19M | Buy |
244,153
+71,173
| +41% | +$2.39M | 0.71% | 25 |
|
|
2019
Q4 | $7.69M | Buy |
172,980
+14,417
| +9% | +$641K | 0.52% | 33 |
|
|
2019
Q3 | $6.38M | Buy |
158,563
+1,871
| +1% | +$75.3K | 0.47% | 37 |
|
|
2019
Q2 | $6.66M | Buy |
156,692
+1,040
| +0.7% | +$44.2K | 0.5% | 38 |
|
|
2019
Q1 | $6.62M | Buy |
155,652
+5,158
| +3% | +$219K | 0.5% | 37 |
|
|
2018
Q4 | $5.73M | Sell |
150,494
-10,300
| -6% | -$392K | 0.51% | 37 |
|
|
2018
Q3 | $6.59M | Sell |
160,794
-12,385
| -7% | -$508K | 0.54% | 31 |
|
|
2018
Q2 | $7.31M | Sell |
173,179
-5,347
| -3% | -$226K | 0.66% | 28 |
|
|
2018
Q1 | $8.39M | Buy |
178,526
+6,944
| +4% | +$326K | 0.79% | 21 |
|
|
2017
Q4 | $7.88M | Buy |
171,582
+22,766
| +15% | +$1.05M | 0.77% | 24 |
|
|
2017
Q3 | $6.48M | Buy |
148,816
+25,017
| +20% | +$1.09M | 0.71% | 26 |
|
|
2017
Q2 | $5.06M | Buy |
123,799
+40,720
| +49% | +$1.66M | 0.6% | 29 |
|
|
2017
Q1 | $3.3M | Buy |
83,079
+699
| +0.8% | +$27.8K | 0.47% | 32 |
|
|
2016
Q4 | $2.95M | Buy |
82,380
+6,731
| +9% | +$241K | 0.44% | 36 |
|
|
2016
Q3 | $2.85M | Buy |
75,649
+1,974
| +3% | +$74.3K | 0.44% | 35 |
|
|
2016
Q2 | $2.6M | Buy |
73,675
+3,456
| +5% | +$122K | 0.43% | 37 |
|
|
2016
Q1 | $2.43M | Sell |
70,219
-2,884
| -4% | -$99.7K | 0.43% | 40 |
|
|
2015
Q4 | $2.39M | Buy |
+73,103
| New | +$2.39M | 0.44% | 36 |
|