Wellspring 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-8,402
| Closed | -$368K | – | 180 |
|
|
2024
Q2 | $368K | Buy |
+8,402
| New | +$368K | 0.05% | 97 |
|
|
2021
Q2 | – | Sell |
-11,327
| Closed | -$380K | – | 118 |
|
|
2021
Q1 | $380K | Buy |
+11,327
| New | +$380K | 0.18% | 51 |
|
|
2020
Q4 | – | Sell |
-9,187
| Closed | -$397K | – | 100 |
|
|
2020
Q3 | $397K | Sell |
9,187
-572
| -6% | -$24.7K | 0.16% | 55 |
|
|
2020
Q2 | $387K | Sell |
9,759
-1,568
| -14% | -$62.2K | 0.16% | 54 |
|
|
2020
Q1 | $380K | Buy |
+11,327
| New | +$380K | 0.18% | 51 |
|