Instrumental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Sell |
4,686
-215
| -4% | -$10.8K | 0.19% | 50 |
|
|
2025
Q1 | $220K | Hold |
4,901
| – | – | 0.2% | 50 |
|
|
2024
Q4 | $227K | Sell |
4,901
-20
| -0.4% | -$928 | 0.22% | 46 |
|
|
2024
Q3 | $236K | Sell |
4,921
-55
| -1% | -$2.64K | 0.23% | 40 |
|
|
2024
Q2 | $215K | Buy |
+4,976
| New | +$215K | 0.22% | 37 |
|
|
2024
Q1 | – | Sell |
-5,175
| Closed | -$207K | – | 46 |
|
|
2023
Q4 | $207K | Sell |
5,175
-206
| -4% | -$8.25K | 0.22% | 36 |
|
|
2023
Q3 | $211K | Sell |
5,381
-50
| -0.9% | -$1.96K | 0.25% | 32 |
|
|
2023
Q2 | $227K | Sell |
5,431
-365
| -6% | -$15.2K | 0.27% | 30 |
|
|
2023
Q1 | $230K | Buy |
+5,796
| New | +$230K | 0.3% | 24 |
|