Wiser 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-6,116
| Closed | -$247K | – | 36 |
|
2023
Q4 | $247K | Sell |
6,116
-82,066
| -93% | -$3.32M | 0.09% | 29 |
|
2023
Q3 | $3.46M | Buy |
88,182
+5,547
| +7% | +$217K | 1.41% | 12 |
|
2023
Q2 | $3.36M | Buy |
82,635
+1,204
| +1% | +$49K | 1.35% | 13 |
|
2023
Q1 | $3.29M | Buy |
81,431
+4,620
| +6% | +$187K | 1.41% | 13 |
|
2022
Q4 | $2.99M | Buy |
76,811
+984
| +1% | +$38.4K | 1.38% | 13 |
|
2022
Q3 | $2.77M | Buy |
75,827
+8,401
| +12% | +$307K | 1.45% | 13 |
|
2022
Q2 | $2.81M | Sell |
67,426
-68,630
| -50% | -$2.86M | 1.46% | 14 |
|
2022
Q1 | $6.28M | Buy |
136,056
+15,152
| +13% | +$699K | 2.89% | 12 |
|
2021
Q4 | $5.98M | Buy |
120,904
+8,121
| +7% | +$402K | 2.92% | 12 |
|
2021
Q3 | $5.64M | Buy |
112,783
+17,845
| +19% | +$892K | 3.01% | 12 |
|
2021
Q2 | $5.16M | Buy |
94,938
+7,391
| +8% | +$401K | 3.14% | 10 |
|
2021
Q1 | $4.56M | Buy |
87,547
+4,884
| +6% | +$254K | 3.13% | 10 |
|
2020
Q4 | $4.14M | Buy |
+82,663
| New | +$4.14M | 3.11% | 12 |
|