Lord & Richards Wealth Management’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
$890K Sell
18,001
-3,778
-17% -$187K 0.93% 33
2025
Q1
$986K Buy
21,779
+9,620
+79% +$435K 1.12% 30
2024
Q4
$535K Buy
+12,159
New +$535K 1.13% 31