JMFC
J.M. Forbes & Co’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-329,931
| Closed | -$12M | – | 114 |
|
|
2022
Q3 | $12M | Buy |
329,931
+3,813
| +1% | +$139K | 1.88% | 21 |
|
|
2022
Q2 | $13.6M | Buy |
+326,118
| New | +$13.6M | 2% | 20 |
|
|
2018
Q4 | – | Sell |
-151,936
| Closed | -$6.23M | – | 109 |
|
|
2018
Q3 | $6.23M | Buy |
151,936
+451
| +0.3% | +$18.5K | 1.32% | 37 |
|
|
2018
Q2 | $6.39M | Buy |
151,485
+8,575
| +6% | +$362K | 1.43% | 36 |
|
|
2018
Q1 | $6.71M | Buy |
+142,910
| New | +$6.71M | 1.56% | 34 |
|