FirstPurpose Wealth’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
Q1 | $213K | Buy |
+5,045
| New | +$213K | 0.08% | 198 |
|
2023
Q2 | – | Sell |
-5,246
| Closed | -$212K | – | 210 |
|
2023
Q1 | $212K | Sell |
5,246
-886
| -14% | -$35.8K | 0.1% | 175 |
|
2022
Q4 | $239K | Buy |
+6,132
| New | +$239K | 0.13% | 148 |
|
2022
Q3 | – | Sell |
-7,256
| Closed | -$302K | – | 165 |
|
2022
Q2 | $302K | Buy |
+7,256
| New | +$302K | 0.2% | 89 |
|
2022
Q1 | – | Sell |
-4,486
| Closed | -$222K | – | 162 |
|
2021
Q4 | $222K | Buy |
+4,486
| New | +$222K | 0.14% | 125 |
|