WR Wealth Planners’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
Q4 | $42K | Buy |
953
+116
| +14% | +$5.11K | 0.01% | 334 |
|
|
2024
Q3 | $40.1K | Sell |
837
-293
| -26% | -$14K | 0.01% | 367 |
|
|
2024
Q2 | $49.4K | Sell |
1,130
-303
| -21% | -$13.3K | 0.02% | 335 |
|
|
2024
Q1 | $59.9K | Buy |
+1,433
| New | +$59.9K | 0.02% | 310 |
|
|
2023
Q4 | – | Sell |
-4,465
| Closed | -$175K | – | 851 |
|
|
2023
Q3 | $175K | Buy |
4,465
+282
| +7% | +$11.1K | 0.07% | 186 |
|
|
2023
Q2 | $170K | Buy |
4,183
+3,330
| +390% | +$135K | 0.07% | 188 |
|
|
2023
Q1 | $34.5K | Buy |
+853
| New | +$34.5K | 0.01% | 369 |
|