Balanced Rock Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Sell |
9,671
-1,315
| -12% | -$65K | 0.38% | 57 |
|
|
2025
Q1 | $497K | Buy |
10,986
+348
| +3% | +$15.8K | 0.4% | 46 |
|
|
2024
Q4 | $468K | Sell |
10,638
-6,176
| -37% | -$272K | 0.37% | 52 |
|
|
2024
Q3 | $805K | Buy |
16,814
+1,343
| +9% | +$64.3K | 0.63% | 34 |
|
|
2024
Q2 | $677K | Sell |
15,471
-5
| -0% | -$219 | 0.57% | 37 |
|
|
2024
Q1 | $646K | Sell |
15,476
-110
| -0.7% | -$4.6K | 0.55% | 39 |
|
|
2023
Q4 | $641K | Buy |
+15,586
| New | +$641K | 0.57% | 41 |
|