Resurgent Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,395
| Closed | -$98.4K | – | 477 |
|
|
2023
Q4 | $98.4K | Sell |
2,395
-808
| -25% | -$33.2K | 0.06% | 246 |
|
|
2023
Q3 | $126K | Hold |
3,203
| – | – | 0.09% | 198 |
|
|
2023
Q2 | $130K | Sell |
3,203
-1
| -0% | -$41 | 0.09% | 197 |
|
|
2023
Q1 | $129K | Sell |
3,204
-1,430
| -31% | -$57.8K | 0.09% | 194 |
|
|
2022
Q4 | $181K | Sell |
4,634
-1,930
| -29% | -$75.2K | 0.1% | 213 |
|
|
2022
Q3 | $240K | Buy |
6,564
+770
| +13% | +$28.2K | 0.16% | 155 |
|
|
2022
Q2 | $241K | Buy |
5,794
+422
| +8% | +$17.6K | 0.15% | 151 |
|
|
2022
Q1 | $248K | Buy |
+5,372
| New | +$248K | 0.15% | 146 |
|