Kelly Financial Services’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 | $231K | Buy |
4,676
+83
| +2% | +$4.11K | 0.07% | 109 |
|
|
2025
Q1 | $208K | Sell |
4,593
-1,093
| -19% | -$49.5K | 0.07% | 108 |
|
|
2024
Q4 | $250K | Sell |
5,686
-4,220
| -43% | -$186K | 0.09% | 98 |
|
|
2024
Q3 | $474K | Buy |
9,906
+77
| +0.8% | +$3.68K | 0.17% | 64 |
|
|
2024
Q2 | $430K | Buy |
9,829
+41
| +0.4% | +$1.79K | 0.15% | 65 |
|
|
2024
Q1 | $409K | Sell |
9,788
-648
| -6% | -$27.1K | 0.16% | 71 |
|
|
2023
Q4 | $429K | Sell |
10,436
-768
| -7% | -$31.6K | 0.17% | 67 |
|
|
2023
Q3 | $439K | Sell |
11,204
-2,396
| -18% | -$93.9K | 0.2% | 60 |
|
|
2023
Q2 | $553K | Sell |
13,600
-431
| -3% | -$17.5K | 0.26% | 47 |
|
|
2023
Q1 | $567K | Buy |
14,031
+574
| +4% | +$23.2K | 0.29% | 44 |
|
|
2022
Q4 | $525K | Buy |
13,457
+1,212
| +10% | +$47.2K | 0.28% | 46 |
|
|
2022
Q3 | $447K | Buy |
12,245
+531
| +5% | +$19.4K | 0.26% | 47 |
|
|
2022
Q2 | $488K | Buy |
11,714
+3,181
| +37% | +$132K | 0.26% | 48 |
|
|
2022
Q1 | $394K | Sell |
8,533
-696
| -8% | -$32.1K | 0.18% | 54 |
|
|
2021
Q4 | $456K | Buy |
9,229
+338
| +4% | +$16.7K | 0.21% | 42 |
|
|
2021
Q3 | $445K | Sell |
8,891
-293,687
| -97% | -$14.7M | 0.25% | 37 |
|
|
2021
Q2 | $5.57M | Buy |
302,578
+302,382
| +154,277% | +$5.57M | 0.22% | 28 |
|
|
2021
Q1 | $10.2K | Buy |
196
+5
| +3% | +$261 | 0.01% | 298 |
|
|
2020
Q4 | $9.58K | Buy |
+191
| New | +$9.58K | 0.01% | 278 |
|
|
2020
Q3 | – | Sell |
-111
| Closed | -$4.4K | – | 620 |
|
|
2020
Q2 | $4.4K | Hold |
111
| – | – | ﹤0.01% | 353 |
|
|
2020
Q1 | $3.71K | Sell |
111
-15
| -12% | -$501 | ﹤0.01% | 329 |
|
|
2019
Q4 | $5.58K | Buy |
+126
| New | +$5.58K | ﹤0.01% | 290 |
|