AllGen Financial Advisors’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.07M | Sell |
31,647
-25,765
| -45% | -$1.68M | 0.56% | 25 |
|
|
2025
Q1 | $3.69M | Buy |
57,412
+1,333
| +2% | +$85.6K | 1.09% | 20 |
|
|
2024
Q4 | $3.54M | Sell |
56,079
-749
| -1% | -$47.3K | 1.19% | 20 |
|
|
2024
Q3 | $3.77M | Sell |
56,828
-17,654
| -24% | -$1.17M | 1.22% | 18 |
|
|
2024
Q2 | $4.69M | Buy |
74,482
+5,614
| +8% | +$353K | 1.78% | 14 |
|
|
2024
Q1 | $4.4M | Buy |
68,868
+10,988
| +19% | +$702K | 1.79% | 14 |
|
|
2023
Q4 | $3.69M | Buy |
+57,880
| New | +$3.69M | 1.92% | 11 |
|
|
2023
Q1 | – | Sell |
-5,221
| Closed | -$318K | – | 38 |
|
|
2022
Q4 | $318K | Buy |
+5,221
| New | +$318K | 0.23% | 31 |
|