Websterrogers Financial 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-16,024
| Closed | -$753K | – | 67 |
|
2022
Q1 | $753K | Sell |
16,024
-85,681
| -84% | -$4.03M | 0.39% | 34 |
|
2021
Q4 | $5.03M | Sell |
101,705
-3,660
| -3% | -$181K | 1.14% | 16 |
|
2021
Q3 | $5.27M | Buy |
105,365
+9
| +0% | +$450 | 1.22% | 17 |
|
2021
Q2 | $5.5M | Sell |
105,356
-23
| -0% | -$1.2K | 1.31% | 15 |
|
2021
Q1 | $5.49M | Buy |
105,379
+2
| +0% | +$104 | 1.48% | 13 |
|
2020
Q4 | $5.63M | Buy |
+105,377
| New | +$5.63M | 1.64% | 10 |
|