Cahill 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 |
-4,503
| Closed | -$215K | – | 50 |
|
2024
Q3 | $215K | Sell |
4,503
-813
| -15% | -$38.9K | 0.11% | 49 |
|
2024
Q2 | $233K | Buy |
5,316
+21
| +0.4% | +$919 | 0.14% | 46 |
|
2024
Q1 | $221K | Sell |
5,295
-81
| -2% | -$3.38K | 0.13% | 46 |
|
2023
Q4 | $221K | Buy |
5,376
+199
| +4% | +$8.18K | 0.15% | 43 |
|
2023
Q3 | $203K | Sell |
5,177
-202
| -4% | -$7.92K | 0.16% | 43 |
|
2023
Q2 | $219K | Buy |
5,379
+30
| +0.6% | +$1.22K | 0.15% | 46 |
|
2023
Q1 | $216K | Buy |
5,349
+4
| +0.1% | +$162 | 0.16% | 44 |
|
2022
Q4 | $221K | Sell |
5,345
-7,207
| -57% | -$299K | 0.16% | 44 |
|
2022
Q3 | $458K | Sell |
12,552
-23
| -0.2% | -$839 | 0.41% | 31 |
|
2022
Q2 | $523K | Sell |
12,575
-4,236
| -25% | -$176K | 0.44% | 31 |
|
2022
Q1 | $775K | Buy |
+16,811
| New | +$775K | 0.58% | 22 |
|