LRIA
Leonard Rickey Investment Advisors’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,319
| Closed | -$258K | – | 76 |
|
|
2021
Q4 | $258K | Sell |
3,319
-10,825
| -77% | -$841K | 0.09% | 60 |
|
|
2021
Q3 | $1.11M | Sell |
14,144
-8,255
| -37% | -$646K | 0.46% | 26 |
|
|
2021
Q2 | $1.79M | Sell |
22,399
-3,794
| -14% | -$303K | 0.77% | 17 |
|
|
2021
Q1 | $2.03M | Sell |
26,193
-2,958
| -10% | -$229K | 0.81% | 15 |
|
|
2020
Q4 | $2.4M | Buy |
29,151
+2,760
| +10% | +$227K | 1.09% | 14 |
|
|
2020
Q3 | $2.08M | Sell |
26,391
-4,592
| -15% | -$362K | 1.3% | 14 |
|
|
2020
Q2 | $2.41M | Sell |
30,983
-8,322
| -21% | -$647K | 1.57% | 14 |
|
|
2020
Q1 | $2.77M | Buy |
39,305
+4,263
| +12% | +$300K | 2.15% | 10 |
|
|
2019
Q4 | $2.85M | Buy |
35,042
+18,393
| +110% | +$1.5M | 1.72% | 14 |
|
|
2019
Q3 | $1.34M | Buy |
16,649
+1,987
| +14% | +$160K | 0.89% | 19 |
|
|
2019
Q2 | $1.18M | Buy |
14,662
+9,639
| +192% | +$775K | 0.79% | 24 |
|
|
2019
Q1 | $393K | Buy |
5,023
+1,679
| +50% | +$131K | 0.28% | 37 |
|
|
2018
Q4 | $249K | Sell |
3,344
-887
| -21% | -$66K | 0.21% | 55 |
|
|
2018
Q3 | $321K | Buy |
+4,231
| New | +$321K | 0.23% | 47 |
|