Congress Wealth Management’s VanEck JP Morgan EM Local Currency Bond ETF EMLC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.66M | Buy |
183,992
+114,153
| +163% | +$2.89M | 0.05% | 396 |
|
|
2025
Q1 | $1.67M | Buy |
69,839
+13,891
| +25% | +$331K | 0.02% | 528 |
|
|
2024
Q4 | $1.29M | Buy |
+55,948
| New | +$1.29M | 0.02% | 481 |
|
|
2024
Q2 | – | Sell |
-40,137
| Closed | -$984K | – | 717 |
|
|
2024
Q1 | $984K | Hold |
40,137
| – | – | 0.02% | 378 |
|
|
2023
Q4 | $1.02M | Hold |
40,137
| – | – | 0.02% | 389 |
|
|
2023
Q3 | $958K | Sell |
40,137
-65
| -0.2% | -$1.55K | 0.02% | 381 |
|
|
2023
Q2 | $1.03M | Sell |
40,202
-5
| -0% | -$128 | 0.02% | 336 |
|
|
2023
Q1 | $1.02M | Sell |
40,207
-982
| -2% | -$24.8K | 0.02% | 336 |
|
|
2022
Q4 | $998K | Sell |
41,189
-328,336
| -89% | -$7.96M | 0.03% | 336 |
|
|
2022
Q3 | $8.42M | Sell |
369,525
-7,261
| -2% | -$166K | 0.23% | 139 |
|
|
2022
Q2 | $9.22M | Buy |
376,786
+2,679
| +0.7% | +$65.6K | 0.24% | 130 |
|
|
2022
Q1 | $10.1M | Buy |
374,107
+73,712
| +25% | +$1.99M | 0.22% | 135 |
|
|
2021
Q4 | $8.59M | Buy |
+300,395
| New | +$8.59M | 0.17% | 168 |
|