Rmr Wealth Builders Vanguard Ftse Emerging Mkts Et Transaction History

Rmr Wealth Builders

$939 Million
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 21, 2023	SELL	$39.05 - $42.09 $156 - $168	-4 Reduced 0.08%	5,168 $210,000
Q1 2023 Apr 11, 2023	SELL	$38.45 - $43.18 $122,271 - $137,312	-3,180 Reduced 38.07%	5,172 $208,000
Q4 2022 Feb 15, 2023	BUY	$35.32 - $40.67 $294,992 - $339,675	8,352 New	8,352 $325,000
Q3 2022 Nov 08, 2022	SELL	$36.49 - $42.54 $517,720 - $603,557	-14,188 Reduced 56.45%	10,944 $399,000
Q2 2022 Aug 02, 2022	SELL	$40.48 - $47.83 $99,864 - $117,996	-2,467 Reduced 8.94%	25,132 $1.05 Million
Q1 2022 May 13, 2022	SELL	$42.79 - $51.23 $34,659 - $41,496	-810 Reduced 2.85%	27,599 $1.27 Million
Q4 2021 Feb 02, 2022	SELL	$47.81 - $52.33 $803,064 - $878,987	-16,797 Reduced 37.16%	28,409 $1.41 Million
Q3 2021 Oct 18, 2021	BUY	$49.35 - $54.02 $364,400 - $398,883	7,384 Added 19.52%	45,206 $2.26 Million
Q2 2021 Aug 16, 2021	SELL	$50.96 - $55.14 $756,195 - $818,222	-14,839 Reduced 28.18%	37,822 $2.05 Million
Q1 2021 May 13, 2021	BUY	$50.34 - $56.49 $1.53 Million - $1.72 Million	30,492 Added 137.54%	52,661 $2.74 Million
Q4 2020 Feb 26, 2021	BUY	$43.14 - $50.24 $943,514 - $1.1 Million	21,871 Added 7339.26%	22,169 $1.11 Million
Q4 2020 Feb 09, 2021	SELL	$43.14 - $50.24 $2.64 Million - $3.08 Million	-61,226 Reduced 99.52%	298 $1.11 Million
Q3 2020 Nov 13, 2020	BUY	$40.14 - $45.14 $2.11 Million - $2.37 Million	52,572 Added 587.27%	61,524 $2.66 Million
Q2 2020 Aug 19, 2020	BUY	$32.36 - $40.59 $95,332 - $119,578	2,946 Added 49.05%	8,952 $354,000
Q4 2019 Mar 03, 2020	BUY	$39.79 - $44.7 $238,978 - $268,468	6,006 New	6,006 $267,000

Others Institutions Holding VWO

# of Institutions

2,269

Shares Held

1.26B

Call Options Held

1.38M

Put Options Held

2.01M

Bank Of America Corp Charlotte, NC

100M
Shares

$4.56 Billion
0.4% of portfolio
Vanguard Group Inc Valley Forge, PA

65.7M
Shares

$2.99 Billion
0.06% of portfolio
Northwestern Mutual Wealth Management CO

61.8M
Shares

$2.81 Billion
2.64% of portfolio
Betterment LLC New York, NY

58.8M
Shares

$2.67 Billion
6.77% of portfolio
Morgan Stanley New York, NY

47.7M
Shares

$2.17 Billion
0.17% of portfolio

About VANGUARD FTSE EMERGING MKTS ET

Ticker VWO
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