Sage Investment Advisers’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
2022
Q4
Sell
-16,751
Closed -$611K 71
2022
Q3
$611K Buy
16,751
+485
+3% +$17.7K 0.96% 33
2022
Q2
$677K Buy
16,266
+505
+3% +$21K 1.06% 32
2022
Q1
$727K Buy
15,761
+1,502
+11% +$69.3K 0.96% 34
2021
Q4
$705K Buy
+14,259
New +$705K 0.91% 33