Mason Investment Advisory Services’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
2022
Q3
Sell
-5,653
Closed -$235K 96
2022
Q2
$235K Sell
5,653
-1,395
-20% -$58.1K 0.02% 80
2022
Q1
$325K Buy
7,048
+518
+8% +$23.9K 0.03% 81
2021
Q4
$323K Buy
6,530
+1,517
+30% +$75K 0.03% 82
2021
Q3
$251K Buy
5,013
+1,045
+26% +$52.3K 0.03% 88
2021
Q2
$216K Buy
+3,968
New +$216K 0.02% 89