LifePlan Investment Advisors’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 | $2.03M | Buy |
41,089
+5,150
| +14% | +$255K | 1.01% | 36 |
|
|
2025
Q1 | $1.63M | Buy |
35,939
+5,913
| +20% | +$268K | 0.94% | 35 |
|
|
2024
Q4 | $1.32M | Buy |
30,026
+2,911
| +11% | +$128K | 0.82% | 37 |
|
|
2024
Q3 | $1.3M | Buy |
27,115
+5,602
| +26% | +$268K | 0.83% | 35 |
|
|
2024
Q2 | $941K | Buy |
21,513
+4,900
| +29% | +$214K | 0.68% | 38 |
|
|
2024
Q1 | $694K | Buy |
16,613
+9,879
| +147% | +$413K | 0.55% | 41 |
|
|
2023
Q4 | $277K | Buy |
+6,734
| New | +$277K | 0.25% | 55 |
|