Essential Planning’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
$282K Sell
5,704
-800
-12% -$39.6K 0.11% 69
2025
Q1
$294K Sell
6,504
-384,860
-98% -$17.4M 0.12% 66
2024
Q4
$18.2M Buy
391,364
+384,136
+5,315% +$17.9M 0.12% 60
2024
Q3
$346K Buy
7,228
+432
+6% +$20.7K 0.14% 59
2024
Q2
$297K Sell
6,796
-143
-2% -$6.26K 0.13% 55
2024
Q1
$285K Buy
6,939
+25
+0.4% +$1.03K 0.14% 52
2023
Q4
$284K Buy
6,914
+321
+5% +$13.2K 0.14% 52
2023
Q3
$259K Sell
6,593
-774
-11% -$30.3K 0.14% 48
2023
Q2
$300K Sell
7,367
-1,228
-14% -$50K 0.17% 43
2023
Q1
$347K Buy
+8,595
New +$347K 0.21% 39