Kathleen S. Wright Associates’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 | $364K | Sell |
7,368
-576
| -7% | -$28.5K | 0.14% | 87 |
|
|
2025
Q1 | $360K | Sell |
7,944
-416
| -5% | -$18.8K | 0.15% | 86 |
|
|
2024
Q4 | $368K | Buy |
8,360
+54
| +0.7% | +$2.38K | 0.15% | 86 |
|
|
2024
Q3 | $397K | Sell |
8,306
-551
| -6% | -$26.4K | 0.16% | 85 |
|
|
2024
Q2 | $388K | Buy |
8,857
+3,061
| +53% | +$134K | 0.18% | 84 |
|
|
2024
Q1 | $242K | Sell |
5,796
-2
| -0% | -$84 | 0.11% | 97 |
|
|
2023
Q4 | $238K | Buy |
5,798
+14
| +0.2% | +$575 | 0.12% | 93 |
|
|
2023
Q3 | $227K | Buy |
5,784
+64
| +1% | +$2.51K | 0.13% | 92 |
|
|
2023
Q2 | $233K | Sell |
5,720
-23
| -0.4% | -$936 | 0.15% | 75 |
|
|
2023
Q1 | $232K | Sell |
5,743
-405
| -7% | -$16.4K | 0.15% | 77 |
|
|
2022
Q4 | $240K | Sell |
6,148
-149
| -2% | -$5.82K | 0.16% | 82 |
|
|
2022
Q3 | $230K | Buy |
6,297
+429
| +7% | +$15.7K | 0.19% | 77 |
|
|
2022
Q2 | $244K | Buy |
5,868
+271
| +5% | +$11.3K | 0.21% | 72 |
|
|
2022
Q1 | $258K | Buy |
5,597
+1,522
| +37% | +$70.2K | 0.19% | 73 |
|
|
2021
Q4 | $202K | Buy |
+4,075
| New | +$202K | 0.15% | 81 |
|