Wimmer Associates 1’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
Q3 | – | Sell |
-7,437
| Closed | -$316K | – | 104 |
|
2019
Q2 | $316K | Hold |
7,437
| – | – | 0.28% | 83 |
|
2019
Q1 | $316K | Sell |
7,437
-350
| -4% | -$14.9K | 0.28% | 82 |
|
2018
Q4 | $297K | Sell |
7,787
-227
| -3% | -$8.66K | 0.29% | 84 |
|
2018
Q3 | $329K | Sell |
8,014
-3,175
| -28% | -$130K | 0.27% | 85 |
|
2018
Q2 | $472K | Buy |
11,189
+60
| +0.5% | +$2.53K | 0.42% | 64 |
|
2018
Q1 | $523K | Buy |
11,129
+2,670
| +32% | +$125K | 0.46% | 62 |
|
2017
Q4 | $388K | Buy |
8,459
+390
| +5% | +$17.9K | 0.35% | 78 |
|
2017
Q3 | $352K | Buy |
+8,069
| New | +$352K | 0.32% | 83 |
|