Wealthstreet Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,829
| Closed | -$215K | – | 348 |
|
|
2019
Q4 | $215K | Hold |
4,829
| – | – | 0.03% | 324 |
|
|
2019
Q3 | $203K | Sell |
4,829
-18
| -0.4% | -$757 | 0.03% | 322 |
|
|
2019
Q2 | $206K | Sell |
4,847
-59
| -1% | -$2.51K | 0.03% | 329 |
|
|
2019
Q1 | $209K | Buy |
+4,906
| New | +$209K | 0.03% | 322 |
|
|
2018
Q4 | – | Sell |
-6,529
| Closed | -$268K | – | 348 |
|
|
2018
Q3 | $268K | Sell |
6,529
-3,300
| -34% | -$135K | 0.03% | 304 |
|
|
2018
Q2 | $414K | Hold |
9,829
| – | – | 0.05% | 258 |
|
|
2018
Q1 | $462K | Buy |
+9,829
| New | +$462K | 0.06% | 242 |
|