JBR Co Financial Management’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
$312K Sell
6,317
-285
-4% -$14.1K 0.15% 95
2025
Q1
$299K Hold
6,602
0.17% 89
2024
Q4
$291K Buy
6,602
+285
+5% +$12.6K 0.18% 87
2024
Q3
$302K Hold
6,317
0.2% 86
2024
Q2
$276K Hold
6,317
0.19% 83
2024
Q1
$264K Sell
6,317
-205
-3% -$8.56K 0.21% 79
2023
Q4
$268K Buy
+6,522
New +$268K 0.25% 69