Southern Wealth Management, LLP Vanguard Ftse Emerging Mkts Et Transaction History

Southern Wealth Management, LLP

$258 Million
Q1 2023

A detailed history of Southern Wealth Management, LLP transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Southern Wealth Management, LLP holds 58,906 shares of VWO stock, worth $2.68 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

58,906

Previous 51,289 14.85%

Holding current value

$2.68 Million

Previous $2 Million 19.01%

% of portfolio

0.92%

Previous 0.8%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 12, 2023	BUY	$38.45 - $43.18 $292,873 - $328,902	7,617 Added 14.85%	58,906 $2.38 Million
Q4 2022 Feb 13, 2023	SELL	$35.32 - $40.67 $613,155 - $706,031	-17,360 Reduced 25.29%	51,289 $2 Million
Q3 2022 Nov 14, 2022	SELL	$36.49 - $42.54 $245,906 - $286,677	-6,739 Reduced 8.94%	68,649 $2.43 Million
Q2 2022 Aug 11, 2022	SELL	$40.48 - $47.83 $1.79 Million - $2.12 Million	-44,243 Reduced 36.98%	75,388 $3.14 Million
Q1 2022 May 16, 2022	BUY	$42.79 - $51.23 $1.93 Million - $2.31 Million	45,003 Added 60.3%	119,631 $5.52 Million
Q4 2021 Feb 10, 2022	BUY	$47.81 - $52.33 $602,597 - $659,567	12,604 Added 20.32%	74,628 $3.69 Million
Q3 2021 Nov 15, 2021	BUY	$49.35 - $54.02 $60,009 - $65,688	1,216 Added 2.0%	62,024 $3.1 Million
Q2 2021 Aug 13, 2021	BUY	$50.96 - $55.14 $880,283 - $952,488	17,274 Added 39.68%	60,808 $3.12 Million
Q1 2021 May 17, 2021	BUY	$50.34 - $56.49 $758,170 - $850,795	15,061 Added 52.9%	43,534 $2.27 Million
Q4 2020 Feb 16, 2021	BUY	$43.14 - $50.24 $16,954 - $19,744	393 Added 1.4%	28,473 $1.43 Million
Q3 2020 Nov 25, 2020	BUY	$40.14 - $45.14 $227,071 - $255,356	5,657 Added 25.23%	28,080 $1.21 Million
Q2 2020 Aug 14, 2020	BUY	$32.36 - $40.59 $490,092 - $614,735	15,145 Added 208.09%	22,423 $888,000
Q1 2020 May 14, 2020	SELL	$30.46 - $45.91 $17,331 - $26,122	-569 Reduced 7.25%	7,278 $244,000
Q4 2019 May 14, 2020	BUY	$39.79 - $44.7 $312,232 - $350,760	7,847 New	7,847 $349,000

Others Institutions Holding VWO

# of Institutions

2,269

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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Southern Wealth Management, LLP Vanguard Ftse Emerging Mkts Et Transaction History