EPG 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
Q3 | – | Hold |
0
| – | -$433K | – | 460 |
|
|
2024
Q2 | – | Sell |
-9,885
| Closed | -$413K | – | 180 |
|
|
2024
Q1 | $413K | Sell |
9,885
-425
| -4% | -$17.8K | 0.1% | 185 |
|
|
2023
Q4 | $413K | Buy |
10,310
+991
| +11% | +$39.7K | 0.11% | 176 |
|
|
2023
Q3 | $365K | Sell |
9,319
-8
| -0.1% | -$314 | 0.11% | 176 |
|
|
2023
Q2 | $379K | Buy |
9,327
+48
| +0.5% | +$1.95K | 0.11% | 170 |
|
|
2023
Q1 | $375K | Buy |
9,279
+40
| +0.4% | +$1.62K | 0.12% | 168 |
|
|
2022
Q4 | $360K | Sell |
9,239
-264
| -3% | -$10.3K | 0.14% | 139 |
|
|
2022
Q3 | $347K | Buy |
9,503
+762
| +9% | +$27.8K | 0.14% | 141 |
|
|
2022
Q2 | $364K | Sell |
8,741
-615
| -7% | -$25.6K | 0.16% | 140 |
|
|
2022
Q1 | $432K | Sell |
9,356
-3,433
| -27% | -$159K | 0.15% | 130 |
|
|
2021
Q4 | $633K | Buy |
12,789
+240
| +2% | +$11.9K | 0.22% | 94 |
|
|
2021
Q3 | $628K | Sell |
12,549
-8,607
| -41% | -$431K | 0.25% | 83 |
|
|
2021
Q2 | $1.15M | Buy |
21,156
+472
| +2% | +$25.6K | 0.49% | 46 |
|
|
2021
Q1 | $1.08M | Buy |
20,684
+4,026
| +24% | +$210K | 0.52% | 41 |
|
|
2020
Q4 | $835K | Buy |
16,658
+8,425
| +102% | +$422K | 0.5% | 44 |
|
|
2020
Q3 | $356K | Buy |
8,233
+149
| +2% | +$6.44K | 0.26% | 88 |
|
|
2020
Q2 | $320K | Sell |
8,084
-1,852
| -19% | -$73.3K | 0.23% | 101 |
|
|
2020
Q1 | $333K | Sell |
9,936
-885
| -8% | -$29.7K | 0.24% | 82 |
|
|
2019
Q4 | $481K | Buy |
+10,821
| New | +$481K | 0.35% | 48 |
|