Financial & Tax Architects’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
Q2 | – | Sell |
-44,850
| Closed | -$1.81M | – | 88 |
|
2023
Q1 | $1.81M | Sell |
44,850
-35,991
| -45% | -$1.45M | 0.6% | 41 |
|
2022
Q4 | $3.43M | Buy |
80,841
+8,524
| +12% | +$362K | 1.17% | 38 |
|
2022
Q3 | $2.64M | Buy |
72,317
+3,435
| +5% | +$125K | 0.99% | 38 |
|
2022
Q2 | $2.87M | Buy |
68,882
+19,926
| +41% | +$830K | 1.09% | 35 |
|
2022
Q1 | $2.26M | Buy |
48,956
+9,744
| +25% | +$449K | 0.85% | 41 |
|
2021
Q4 | $1.94M | Buy |
39,212
+5,544
| +16% | +$274K | 0.79% | 43 |
|
2021
Q3 | $1.68M | Buy |
33,668
+8,386
| +33% | +$419K | 0.77% | 46 |
|
2021
Q2 | $1.37M | Buy |
25,282
+14,312
| +130% | +$777K | 0.67% | 43 |
|
2021
Q1 | $571K | Buy |
+10,970
| New | +$571K | 0.32% | 55 |
|