Upper Left 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 | $2.76M | Sell |
55,708
-10,598
| -16% | -$524K | 1.84% | 23 |
|
|
2025
Q1 | $3M | Buy |
66,306
+5,421
| +9% | +$245K | 2.15% | 22 |
|
|
2024
Q4 | $2.68M | Buy |
60,885
+7,357
| +14% | +$324K | 2.29% | 16 |
|
|
2024
Q3 | $2.39M | Buy |
53,528
+21,201
| +66% | +$948K | 2.09% | 19 |
|
|
2024
Q2 | $1.41M | Buy |
32,327
+6,289
| +24% | +$275K | 1.28% | 23 |
|
|
2024
Q1 | $1.09M | Buy |
26,038
+5,852
| +29% | +$244K | 1.01% | 29 |
|
|
2023
Q4 | $830K | Buy |
20,186
+1,423
| +8% | +$58.5K | 0.81% | 33 |
|
|
2023
Q3 | $736K | Buy |
18,763
+323
| +2% | +$12.7K | 0.77% | 31 |
|
|
2023
Q2 | $750K | Buy |
18,440
+1,780
| +11% | +$72.4K | 0.83% | 32 |
|
|
2023
Q1 | $673K | Buy |
16,660
+881
| +6% | +$35.6K | 0.76% | 33 |
|
|
2022
Q4 | $615K | Sell |
15,779
-4,487
| -22% | -$175K | 0.73% | 35 |
|
|
2022
Q3 | $750K | Buy |
20,266
+410
| +2% | +$15.2K | 0.97% | 32 |
|
|
2022
Q2 | $827K | Buy |
19,856
+6,490
| +49% | +$270K | 0.96% | 30 |
|
|
2022
Q1 | $628K | Sell |
13,366
-3,166
| -19% | -$149K | 0.65% | 35 |
|
|
2021
Q4 | $828K | Buy |
+16,532
| New | +$828K | 0.83% | 28 |
|