Winthrop Partners - WNY’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 | $1M | Buy |
24,937
+3,957
| +19% | +$159K | 0.68% | 52 |
|
|
2019
Q2 | $892K | Buy |
20,980
+1,460
| +7% | +$62.1K | 0.67% | 52 |
|
|
2019
Q1 | $842K | Buy |
19,520
+14,377
| +280% | +$620K | 0.66% | 53 |
|
|
2018
Q4 | $196K | Buy |
+5,143
| New | +$196K | 0.18% | 95 |
|
|
2018
Q2 | – | Sell |
-3,516
| Closed | -$162K | – | 360 |
|
|
2018
Q1 | $162K | Buy |
+3,516
| New | +$162K | 0.12% | 129 |
|