Kowal Investment Group’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 | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-5,946
| Closed | -$233K | – | 174 |
|
2023
Q3 | $233K | Sell |
5,946
-37
| -0.6% | -$1.45K | 0.06% | 134 |
|
2023
Q2 | $243K | Sell |
5,983
-1,469
| -20% | -$59.8K | 0.07% | 140 |
|
2023
Q1 | $301K | Buy |
+7,452
| New | +$301K | 0.09% | 115 |
|
2021
Q4 | – | Sell |
-3,400
| Closed | -$170K | – | 936 |
|
2021
Q3 | $170K | Buy |
+3,400
| New | +$170K | 0.05% | 108 |
|