Optimist Retirement Group’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
$486K Buy
9,828
+162
+2% +$8.01K 0.23% 54
2025
Q1
$437K Sell
9,666
-570
-6% -$25.8K 0.22% 51
2024
Q4
$451K Sell
10,236
-120
-1% -$5.29K 0.21% 54
2024
Q3
$496K Buy
10,356
+12
+0.1% +$574 0.22% 52
2024
Q2
$453K Sell
10,344
-727
-7% -$31.8K 0.24% 48
2024
Q1
$462K Buy
11,071
+898
+9% +$37.5K 0.24% 49
2023
Q4
$418K Buy
+10,173
New +$418K 0.27% 47