Jeppson Wealth 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 | $371K | Sell |
7,495
-95
| -1% | -$4.7K | 0.13% | 144 |
|
|
2025
Q1 | $344K | Sell |
7,590
-8
| -0.1% | -$362 | 0.13% | 145 |
|
|
2024
Q4 | $335K | Buy |
7,598
+45
| +0.6% | +$1.98K | 0.12% | 144 |
|
|
2024
Q3 | $361K | Sell |
7,553
-95
| -1% | -$4.55K | 0.13% | 147 |
|
|
2024
Q2 | $335K | Sell |
7,648
-114
| -1% | -$4.99K | 0.13% | 148 |
|
|
2024
Q1 | $324K | Sell |
7,762
-1,374
| -15% | -$57.4K | 0.13% | 153 |
|
|
2023
Q4 | $375K | Buy |
9,136
+560
| +7% | +$23K | 0.16% | 136 |
|
|
2023
Q3 | $336K | Sell |
8,576
-35
| -0.4% | -$1.37K | 0.15% | 135 |
|
|
2023
Q2 | $350K | Sell |
8,611
-185
| -2% | -$7.53K | 0.15% | 134 |
|
|
2023
Q1 | $355K | Sell |
8,796
-429
| -5% | -$17.3K | 0.15% | 129 |
|
|
2022
Q4 | $360K | Sell |
9,225
-3,223
| -26% | -$126K | 0.15% | 129 |
|
|
2022
Q3 | $454K | Buy |
12,448
+4,149
| +50% | +$151K | 0.21% | 105 |
|
|
2022
Q2 | $346K | Buy |
8,299
+887
| +12% | +$37K | 0.15% | 126 |
|
|
2022
Q1 | $341K | Buy |
7,412
+1,622
| +28% | +$74.6K | 0.16% | 118 |
|
|
2021
Q4 | $286K | Buy |
+5,790
| New | +$286K | 0.14% | 126 |
|
|
2020
Q4 | – | Sell |
-3,777
| Closed | -$163K | – | 454 |
|
|
2020
Q3 | $163K | Buy |
+3,777
| New | +$163K | 0.13% | 127 |
|