MPS Loria Financial Planners’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 | – | Sell |
-5,153
| Closed | -$233K | – | 83 |
|
|
2025
Q1 | $233K | Buy |
5,153
+6
| +0.1% | +$272 | 0.07% | 76 |
|
|
2024
Q4 | $227K | Sell |
5,147
-1,112
| -18% | -$49K | 0.07% | 77 |
|
|
2024
Q3 | $299K | Hold |
6,259
| – | – | 0.09% | 62 |
|
|
2024
Q2 | $274K | Sell |
6,259
-1,392
| -18% | -$60.9K | 0.09% | 66 |
|
|
2024
Q1 | $320K | Sell |
7,651
-28
| -0.4% | -$1.17K | 0.11% | 61 |
|
|
2023
Q4 | $316K | Hold |
7,679
| – | – | 0.11% | 59 |
|
|
2023
Q3 | $301K | Buy |
+7,679
| New | +$301K | 0.12% | 57 |
|
|
2022
Q2 | – | Sell |
-4,754
| Closed | -$219K | – | 84 |
|
|
2022
Q1 | $219K | Hold |
4,754
| – | – | 0.09% | 79 |
|
|
2021
Q4 | $235K | Hold |
4,754
| – | – | 0.1% | 73 |
|
|
2021
Q3 | $237K | Sell |
4,754
-1
| -0% | -$50 | 0.11% | 69 |
|
|
2021
Q2 | $258K | Buy |
4,755
+1
| +0% | +$54 | 0.12% | 67 |
|
|
2021
Q1 | $247K | Buy |
4,754
+1,523
| +47% | +$79.1K | 0.12% | 68 |
|
|
2020
Q4 | $163K | Hold |
3,231
| – | – | 0.07% | 88 |
|
|
2020
Q3 | $140K | Hold |
3,231
| – | – | 0.07% | 83 |
|
|
2020
Q2 | $128K | Buy |
+3,231
| New | +$128K | 0.07% | 87 |
|
|
2017
Q3 | – | Sell |
-3,391
| Closed | -$145K | – | 338 |
|
|
2017
Q2 | $145K | Buy |
+3,391
| New | +$145K | 0.1% | 91 |
|