MBE 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
Q1 | – | Sell |
-6,980
| Closed | -$307K | – | 129 |
|
|
2024
Q4 | $307K | Buy |
6,980
+834
| +14% | +$36.7K | 0.17% | 68 |
|
|
2024
Q3 | $294K | Buy |
6,146
+1,120
| +22% | +$53.6K | 0.16% | 71 |
|
|
2024
Q2 | $220K | Hold |
5,026
| – | – | 0.13% | 82 |
|
|
2024
Q1 | $210K | Sell |
5,026
-75
| -1% | -$3.13K | 0.13% | 82 |
|
|
2023
Q4 | $210K | Sell |
5,101
-256
| -5% | -$10.5K | 0.11% | 82 |
|
|
2023
Q3 | $210K | Sell |
5,357
-877
| -14% | -$34.4K | 0.12% | 72 |
|
|
2023
Q2 | $254K | Buy |
+6,234
| New | +$254K | 0.14% | 62 |
|
|
2020
Q2 | – | Sell |
-902
| Closed | -$30K | – | 515 |
|
|
2020
Q1 | $30K | Buy |
+902
| New | +$30K | 0.03% | 170 |
|