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