Triad 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
2022
Q3
Sell
-6,464
Closed -$269K 109
2022
Q2
$269K Sell
6,464
-402
-6% -$16.7K 0.15% 81
2022
Q1
$317K Sell
6,866
-442
-6% -$20.4K 0.17% 75
2021
Q4
$361K Buy
+7,308
New +$361K 0.21% 70