RMR Wealth Builders’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,168
Closed -$210K 236
2023
Q2
$210K Sell
5,168
-4
-0.1% -$161 0.04% 201
2023
Q1
$209K Sell
5,172
-3,180
-38% -$130K 0.04% 196
2022
Q4
$326K Sell
8,352
-2,592
-24% -$98.8K 0.07% 134
2022
Q3
$399K Sell
10,944
-14,188
-56% -$576K 0.1% 113
2022
Q2
$1.05M Sell
25,132
-2,467
-9% -$107K 0.26% 57
2022
Q1
$1.27M Sell
27,599
-810
-3% -$39K 0.27% 60
2021
Q4
$1.41M Sell
28,409
-16,797
-37% -$847K 0.4% 35
2021
Q3
$2.26M Buy
45,206
+7,384
+20% +$382K 0.66% 24
2021
Q2
$2.05M Sell
37,822
-14,839
-28% -$790K 0.67% 24
2021
Q1
$2.74M Buy
52,661
+30,492
+138% +$1.62M 0.71% 18
2020
Q4
$1.11M Sell
22,169
-39,355
-64% -$1.85M 0.55% 39
2020
Q3
$2.66M Buy
61,524
+52,572
+587% +$2.29M 0.69% 24
2020
Q2
$354K Buy
+8,952
New +$331K 0.32% 74
2019
Q4
$267K Buy
+6,006
New +$254K 0.26% 87

Other funds holding VWO