HHRDM
H&H Retirement Design & Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,381
| Closed | -$218K | – | 88 |
|
|
2023
Q4 | $218K | Hold |
5,381
| – | – | 0.14% | 58 |
|
|
2023
Q3 | $210K | Sell |
5,381
-206
| -4% | -$8.04K | 0.15% | 55 |
|
|
2023
Q2 | $236K | Sell |
5,587
-38
| -0.7% | -$1.6K | 0.16% | 48 |
|
|
2023
Q1 | $230K | Sell |
5,625
-30,075
| -84% | -$1.23M | 0.15% | 46 |
|
|
2022
Q4 | $1.5M | Sell |
35,700
-649
| -2% | -$27.3K | 1.27% | 22 |
|
|
2022
Q3 | $1.3M | Sell |
36,349
-5,053
| -12% | -$180K | 1.22% | 22 |
|
|
2022
Q2 | $1.7M | Sell |
41,402
-11,066
| -21% | -$454K | 1.24% | 22 |
|
|
2022
Q1 | $2.43M | Buy |
52,468
+1,472
| +3% | +$68K | 1.65% | 15 |
|
|
2021
Q4 | $2.42M | Buy |
+50,996
| New | +$2.42M | 1.53% | 16 |
|