NFP Retirement Inc’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 | $11.4M | Buy |
230,045
+75,457
| +49% | +$3.73M | 0.75% | 32 |
|
|
2025
Q1 | $7M | Buy |
154,588
+2,582
| +2% | +$117K | 0.55% | 34 |
|
|
2024
Q4 | $6.69M | Buy |
152,006
+6,903
| +5% | +$304K | 0.53% | 36 |
|
|
2024
Q3 | $6.94M | Sell |
145,103
-27,321
| -16% | -$1.31M | 0.56% | 34 |
|
|
2024
Q2 | $7.55M | Sell |
172,424
-5,205
| -3% | -$228K | 0.63% | 32 |
|
|
2024
Q1 | $7.42M | Buy |
177,629
+15,611
| +10% | +$652K | 0.64% | 31 |
|
|
2023
Q4 | $6.66M | Buy |
162,018
+17,969
| +12% | +$739K | 1.13% | 24 |
|
|
2023
Q3 | $5.65M | Sell |
144,049
-37,008
| -20% | -$1.45M | 1.08% | 25 |
|
|
2023
Q2 | $7.37M | Buy |
181,057
+7,671
| +4% | +$312K | 1.37% | 19 |
|
|
2023
Q1 | $7M | Buy |
173,386
+11,319
| +7% | +$457K | 1.39% | 13 |
|
|
2022
Q4 | $6.32M | Buy |
162,067
+93,926
| +138% | +$3.66M | 1.39% | 15 |
|
|
2022
Q3 | $2.49M | Buy |
68,141
+62,150
| +1,037% | +$2.27M | 0.61% | 46 |
|
|
2022
Q2 | $250K | Sell |
5,991
-1,362
| -19% | -$56.7K | 0.06% | 197 |
|
|
2022
Q1 | $339K | Buy |
+7,353
| New | +$339K | 0.08% | 168 |
|
|
2020
Q4 | – | Sell |
-10,280
| Closed | -$445K | – | 120 |
|
|
2020
Q3 | $445K | Sell |
10,280
-18,651
| -64% | -$806K | 0.29% | 65 |
|
|
2020
Q2 | $1.15M | Buy |
28,931
+5,018
| +21% | +$199K | 0.84% | 32 |
|
|
2020
Q1 | $802K | Buy |
23,913
+4,594
| +24% | +$154K | 0.78% | 32 |
|
|
2019
Q4 | $857K | Buy |
+19,319
| New | +$857K | 0.8% | 39 |
|