Investments & Financial Planning LLC’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
Q3 | – | Sell |
-5,069
| Closed | -$206K | – | 35 |
|
|
2023
Q2 | $206K | Sell |
5,069
-382
| -7% | -$15.5K | 0.18% | 35 |
|
|
2023
Q1 | $220K | Sell |
5,451
-920
| -14% | -$37.2K | 0.2% | 34 |
|
|
2022
Q4 | $248K | Buy |
+6,371
| New | +$248K | 0.24% | 32 |
|
|
2022
Q2 | $279K | Sell |
6,689
-13
| -0.2% | -$542 | 0.29% | 29 |
|
|
2022
Q1 | $309K | Buy |
6,702
+34
| +0.5% | +$1.57K | 0.27% | 27 |
|
|
2021
Q4 | $336K | Buy |
+6,668
| New | +$336K | 0.3% | 25 |
|