Goal Fusion Wealth Management, LLC Vanguard Ftse Emerging Mkts Et Transaction History

Goal Fusion Wealth Management, LLC

$180 Million
Q3 2024

A detailed history of Goal Fusion Wealth Management, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Goal Fusion Wealth Management, LLC holds 98,829 shares of VWO stock, worth $4.46 Million. This represents 2.62% of its overall portfolio holdings.

Number of Shares

98,829

Previous 92,682 6.63%

Holding current value

$4.46 Million

Previous $4.06 Million 16.6%

% of portfolio

2.62%

Previous 2.52%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$41.9 - $48.26 $257,559 - $296,654	6,147 Added 6.63%	98,829 $4.73 Million
Q2 2024 Jul 18, 2024	SELL	$40.83 - $44.89 $62,306 - $68,502	-1,526 Reduced 1.62%	92,682 $4.06 Million
Q1 2024 Apr 03, 2024	BUY	$39.04 - $42.23 $102,597 - $110,980	2,628 Added 2.87%	94,208 $3.94 Million
Q4 2023 Jan 02, 2024	BUY	$37.74 - $41.31 $134,543 - $147,270	3,565 Added 4.05%	91,580 $3.76 Million
Q3 2023 Oct 10, 2023	BUY	$39.04 - $43.07 $122,312 - $134,938	3,133 Added 3.69%	88,015 $3.45 Million
Q2 2023 Jul 17, 2023	BUY	$39.05 - $42.09 $38,503 - $41,500	986 Added 1.18%	84,882 $3.45 Million
Q1 2023 Apr 03, 2023	SELL	$38.45 - $43.18 $660,724 - $742,005	-17,184 Reduced 17.0%	83,896 $3.39 Million
Q4 2022 Feb 09, 2023	BUY	$35.32 - $40.67 $248,935 - $286,642	7,048 Added 7.5%	101,080 $3.94 Million
Q3 2022 Oct 24, 2022	BUY	$36.49 - $42.54 $258,641 - $301,523	7,088 Added 8.15%	94,032 $3.43 Million
Q2 2022 Jul 29, 2022	BUY	$40.48 - $47.83 $155,605 - $183,858	3,844 Added 4.63%	86,944 $3.62 Million
Q1 2022 May 06, 2022	BUY	$42.79 - $51.23 $659,565 - $789,659	15,414 Added 22.77%	83,100 $3.82 Million
Q4 2021 Jan 31, 2022	BUY	$47.81 - $52.33 $3.24 Million - $3.54 Million	67,686 New	67,686 $3.53 Million

Others Institutions Holding VWO

# of Institutions

2,269

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

View Full List

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
Sector ETFs
Industry ETFs

More about VWO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Fusion Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Fusion Wealth Management, LLC with notifications on news.

Account

Goal Fusion Wealth Management, LLC Vanguard Ftse Emerging Mkts Et Transaction History