Avaii Wealth Management’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
2024
Q4
Sell
-4,547
Closed -$218K 149
2024
Q3
$218K Sell
4,547
-6,019
-57% -$288K 0.11% 124
2024
Q2
$462K Sell
10,566
-198
-2% -$8.67K 0.26% 67
2024
Q1
$450K Buy
10,764
+132
+1% +$5.51K 0.26% 72
2023
Q4
$437K Sell
10,632
-1,559
-13% -$64.1K 0.28% 83
2023
Q3
$478K Buy
12,191
+4,624
+61% +$181K 0.36% 62
2023
Q2
$308K Sell
7,567
-828
-10% -$33.7K 0.24% 93
2023
Q1
$339K Sell
8,395
-911
-10% -$36.8K 0.3% 81
2022
Q4
$363K Sell
9,306
-2,680
-22% -$104K 0.32% 75
2022
Q3
$437K Buy
11,986
+4,210
+54% +$153K 0.45% 50
2022
Q2
$324K Sell
7,776
-2,523
-24% -$105K 0.35% 66
2022
Q1
$475K Buy
+10,299
New +$475K 0.44% 37