Upper Left Wealth Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-4,451
| Closed | -$280K | – | 64 |
|
2024
Q2 | $280K | Sell |
4,451
-326
| -7% | -$20.5K | 0.25% | 53 |
|
2024
Q1 | $305K | Sell |
4,777
-3,020
| -39% | -$193K | 0.28% | 51 |
|
2023
Q4 | $497K | Sell |
7,797
-74
| -0.9% | -$4.72K | 0.49% | 43 |
|
2023
Q3 | $466K | Sell |
7,871
-242
| -3% | -$14.3K | 0.48% | 37 |
|
2023
Q2 | $505K | Sell |
8,113
-35
| -0.4% | -$2.18K | 0.56% | 37 |
|
2023
Q1 | $508K | Buy |
8,148
+545
| +7% | +$34K | 0.58% | 36 |
|
2022
Q4 | $464K | Buy |
7,603
+2,404
| +46% | +$147K | 0.55% | 39 |
|
2022
Q3 | $304K | Sell |
5,199
-223
| -4% | -$13K | 0.4% | 44 |
|
2022
Q2 | $332K | Sell |
5,422
-2,426
| -31% | -$149K | 0.38% | 46 |
|
2022
Q1 | $549K | Buy |
7,848
+64
| +0.8% | +$4.48K | 0.57% | 39 |
|
2021
Q4 | $604K | Buy |
+7,784
| New | +$604K | 0.6% | 33 |
|