Mosaic Financial Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q2
$730K Sell
2018
Q1
$856K Hold
2017
Q4
$837K Sell
2017
Q3
$811K Hold
2017
Q2
$760K Buy
2017
Q1
$712K Sell
2016
Q4
$686K Sell
2016
Q3
$785K Sell
2016
Q2
$834K Sell
2016
Q1
$840K Sell
2015
Q4
$835K Sell
2015
Q3
$1.45M Buy
2015
Q2
$1.25M Sell
2015
Q1
$1.26M Sell
2014
Q4
$1.25M Hold
2014
Q3
$1.3M Sell
2014
Q2
$1.45M Sell
2014
Q1
$1.43M Sell
2013
Q4
$1.5M Sell
2013
Q3
$1.49M Sell
2013
Q2
$1.81M Buy