Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,880
| Closed | -$229K | – | 192 |
|
|
2022
Q4 | $229K | Buy |
+5,880
| New | +$229K | 0.03% | 170 |
|
|
2022
Q3 | – | Sell |
-433
| Closed | -$18K | – | 689 |
|
|
2022
Q2 | $18K | Buy |
433
+2
| +0.5% | +$83 | ﹤0.01% | 315 |
|
|
2022
Q1 | $19K | Sell |
431
-14,344
| -97% | -$632K | ﹤0.01% | 296 |
|
|
2021
Q4 | $730K | Buy |
+14,775
| New | +$730K | 0.13% | 61 |
|
|
2021
Q1 | – | Sell |
-44
| Closed | -$2K | – | 485 |
|
|
2020
Q4 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 346 |
|