Balanced Rock Investment 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 | $1.98M | Sell |
30,318
-36,295
| -54% | -$2.37M | 1.55% | 24 |
|
2025
Q1 | $4.28M | Sell |
66,613
-710
| -1% | -$45.6K | 3.41% | 7 |
|
2024
Q4 | $4.25M | Buy |
67,323
+3,365
| +5% | +$213K | 3.36% | 7 |
|
2024
Q3 | $4.24M | Buy |
63,958
+2,425
| +4% | +$161K | 3.33% | 8 |
|
2024
Q2 | $3.87M | Buy |
61,533
+2,171
| +4% | +$137K | 3.25% | 9 |
|
2024
Q1 | $3.79M | Buy |
59,362
+13,697
| +30% | +$875K | 3.23% | 8 |
|
2023
Q4 | $2.91M | Buy |
+45,665
| New | +$2.91M | 2.59% | 12 |
|