KMWM
Keudell/Morrison Wealth Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.3M | Buy |
203,772
+5,980
| +3% | +$391K | 2.95% | 9 |
|
|
2025
Q1 | $12.7M | Sell |
197,792
-569
| -0.3% | -$36.5K | 2.99% | 9 |
|
|
2024
Q4 | $12.5M | Buy |
198,361
+7,256
| +4% | +$458K | 3.27% | 9 |
|
|
2024
Q3 | $12.7M | Sell |
191,105
-2,750
| -1% | -$183K | 3.44% | 8 |
|
|
2024
Q2 | $12.2M | Buy |
193,855
+118
| +0.1% | +$7.42K | 3.57% | 8 |
|
|
2024
Q1 | $12.4M | Buy |
193,737
+963
| +0.5% | +$61.5K | 3.74% | 5 |
|
|
2023
Q4 | $12.3M | Sell |
192,774
-3,851
| -2% | -$246K | 4.05% | 5 |
|
|
2023
Q3 | $11.6M | Sell |
196,625
-3,833
| -2% | -$227K | 3.55% | 7 |
|
|
2023
Q2 | $12.5M | Buy |
200,458
+13,217
| +7% | +$823K | 3.6% | 7 |
|
|
2023
Q1 | $11.7M | Buy |
+187,241
| New | +$11.7M | 3.44% | 6 |
|