Capasso Planning Partners’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 | $238K | Sell |
4,817
-454
| -9% | -$22.5K | 0.13% | 75 |
|
2025
Q1 | $239K | Sell |
5,271
-2,347
| -31% | -$106K | 0.1% | 91 |
|
2024
Q4 | $335K | Sell |
7,618
-30,290
| -80% | -$1.33M | 0.13% | 85 |
|
2024
Q3 | $1.81M | Buy |
37,908
+1,003
| +3% | +$48K | 0.54% | 38 |
|
2024
Q2 | $1.61M | Sell |
36,905
-6,046
| -14% | -$265K | 0.52% | 44 |
|
2024
Q1 | $1.79M | Buy |
42,951
+462
| +1% | +$19.3K | 0.74% | 27 |
|
2023
Q4 | $1.75M | Sell |
42,489
-8,598
| -17% | -$353K | 0.82% | 25 |
|
2023
Q3 | $2M | Sell |
51,087
-928
| -2% | -$36.4K | 1.07% | 22 |
|
2023
Q2 | $2.12M | Sell |
52,015
-403
| -0.8% | -$16.4K | 1.14% | 20 |
|
2023
Q1 | $2.12M | Sell |
52,418
-337
| -0.6% | -$13.6K | 1.24% | 20 |
|
2022
Q4 | $2.06M | Buy |
52,755
+10,536
| +25% | +$411K | 1.31% | 20 |
|
2022
Q3 | $1.54M | Buy |
42,219
+4,793
| +13% | +$175K | 1.08% | 24 |
|
2022
Q2 | $1.56M | Buy |
37,426
+4,101
| +12% | +$171K | 1.11% | 22 |
|
2022
Q1 | $1.54M | Buy |
33,325
+1,476
| +5% | +$68.1K | 1.08% | 22 |
|
2021
Q4 | $1.58M | Buy |
+31,849
| New | +$1.58M | 1.15% | 21 |
|