Investments & Financial Planning LLC’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $941K | Buy |
14,400
+486
| +3% | +$31.8K | 0.54% | 16 |
|
|
2025
Q1 | $893K | Buy |
13,914
+2,094
| +18% | +$134K | 0.58% | 16 |
|
|
2024
Q4 | $746K | Buy |
11,820
+1,811
| +18% | +$114K | 0.46% | 17 |
|
|
2024
Q3 | $664K | Buy |
10,009
+555
| +6% | +$36.8K | 0.42% | 19 |
|
|
2024
Q2 | $595K | Buy |
9,454
+477
| +5% | +$30K | 0.4% | 19 |
|
|
2024
Q1 | $573K | Buy |
8,977
+378
| +4% | +$24.1K | 0.39% | 18 |
|
|
2023
Q4 | $548K | Sell |
8,599
-30
| -0.3% | -$1.91K | 0.41% | 19 |
|
|
2023
Q3 | $510K | Sell |
8,629
-507
| -6% | -$30K | 0.46% | 23 |
|
|
2023
Q2 | $569K | Buy |
9,136
+1
| +0% | +$62 | 0.49% | 23 |
|
|
2023
Q1 | $569K | Buy |
9,135
+86
| +1% | +$5.36K | 0.52% | 23 |
|
|
2022
Q4 | $552K | Buy |
+9,049
| New | +$552K | 0.54% | 22 |
|
|
2022
Q2 | $600K | Buy |
9,783
+455
| +5% | +$27.9K | 0.62% | 19 |
|
|
2022
Q1 | $652K | Sell |
9,328
-59
| -0.6% | -$4.12K | 0.57% | 18 |
|
|
2021
Q4 | $689K | Buy |
+9,387
| New | +$689K | 0.62% | 18 |
|