RKL Wealth Management’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 | $229K | Buy |
+4,634
| New | +$229K | 0.02% | 168 |
|
|
2024
Q4 | – | Sell |
-5,394
| Closed | -$258K | – | 181 |
|
|
2024
Q3 | $258K | Sell |
5,394
-62
| -1% | -$2.97K | 0.02% | 141 |
|
|
2024
Q2 | $239K | Sell |
5,456
-532
| -9% | -$23.3K | 0.02% | 137 |
|
|
2024
Q1 | $250K | Buy |
5,988
+146
| +2% | +$6.1K | 0.02% | 134 |
|
|
2023
Q4 | $240K | Buy |
+5,842
| New | +$240K | 0.03% | 136 |
|
|
2020
Q1 | – | Sell |
-5,559
| Closed | -$247K | – | 123 |
|
|
2019
Q4 | $247K | Sell |
5,559
-313
| -5% | -$13.9K | 0.04% | 108 |
|
|
2019
Q3 | $236K | Sell |
5,872
-140
| -2% | -$5.63K | 0.04% | 114 |
|
|
2019
Q2 | $255K | Sell |
6,012
-1,472
| -20% | -$62.4K | 0.05% | 116 |
|
|
2019
Q1 | $316K | Buy |
7,484
+757
| +11% | +$32K | 0.06% | 113 |
|
|
2018
Q4 | $255K | Sell |
6,727
-3,172
| -32% | -$120K | 0.06% | 114 |
|
|
2018
Q3 | $405K | Buy |
9,899
+42
| +0.4% | +$1.72K | 0.09% | 107 |
|
|
2018
Q2 | $416K | Buy |
9,857
+204
| +2% | +$8.61K | 0.09% | 109 |
|
|
2018
Q1 | $453K | Buy |
9,653
+74
| +0.8% | +$3.47K | 0.11% | 104 |
|
|
2017
Q4 | $440K | Buy |
9,579
+1,018
| +12% | +$46.8K | 0.11% | 111 |
|
|
2017
Q3 | $373K | Sell |
8,561
-85
| -1% | -$3.7K | 0.1% | 114 |
|
|
2017
Q2 | $353K | Buy |
+8,646
| New | +$353K | 0.11% | 111 |
|