Acorn Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.2M | Buy |
24,285
+17,596
| +263% | +$870K | 0.45% | 52 |
|
|
2025
Q1 | $303K | Buy |
6,689
+165
| +3% | +$7.47K | 0.13% | 168 |
|
|
2024
Q4 | $287K | Sell |
6,524
-1,039
| -14% | -$45.8K | 0.12% | 177 |
|
|
2024
Q3 | $362K | Sell |
7,563
-316
| -4% | -$15.1K | 0.16% | 135 |
|
|
2024
Q2 | $345K | Sell |
7,879
-59
| -0.7% | -$2.58K | 0.17% | 127 |
|
|
2024
Q1 | $332K | Sell |
7,938
-172
| -2% | -$7.19K | 0.17% | 125 |
|
|
2023
Q4 | $333K | Sell |
8,110
-2,917
| -26% | -$120K | 0.2% | 114 |
|
|
2023
Q3 | $432K | Buy |
11,027
+267
| +2% | +$10.5K | 0.29% | 80 |
|
|
2023
Q2 | $438K | Buy |
10,760
+468
| +5% | +$19K | 0.3% | 83 |
|
|
2023
Q1 | $416K | Buy |
10,292
+68
| +0.7% | +$2.75K | 0.31% | 83 |
|
|
2022
Q4 | $399K | Sell |
10,224
-3,062
| -23% | -$119K | 0.31% | 78 |
|
|
2022
Q3 | $485K | Sell |
13,286
-1,262
| -9% | -$46.1K | 0.4% | 58 |
|
|
2022
Q2 | $606K | Sell |
14,548
-184
| -1% | -$7.67K | 0.48% | 49 |
|
|
2022
Q1 | $680K | Buy |
14,732
+111
| +0.8% | +$5.12K | 0.47% | 46 |
|
|
2021
Q4 | $723K | Sell |
14,621
-202
| -1% | -$9.99K | 0.46% | 49 |
|
|
2021
Q3 | $741K | Buy |
14,823
+342
| +2% | +$17.1K | 0.52% | 45 |
|
|
2021
Q2 | $786K | Buy |
14,481
+1,221
| +9% | +$66.3K | 0.54% | 45 |
|
|
2021
Q1 | $690K | Buy |
13,260
+4,906
| +59% | +$255K | 0.49% | 51 |
|
|
2020
Q4 | $419K | Buy |
8,354
+2,494
| +43% | +$125K | 0.33% | 71 |
|
|
2020
Q3 | $253K | Buy |
5,860
+775
| +15% | +$33.5K | 0.22% | 99 |
|
|
2020
Q2 | $201K | Buy |
+5,085
| New | +$201K | 0.19% | 115 |
|
|
2018
Q3 | – | Sell |
-3,903
| Closed | -$163K | – | 443 |
|
|
2018
Q2 | $163K | Buy |
3,903
+21
| +0.5% | +$877 | 0.14% | 127 |
|
|
2018
Q1 | $179K | Buy |
3,882
+127
| +3% | +$5.86K | 0.15% | 119 |
|
|
2017
Q4 | $180K | Buy |
+3,755
| New | +$180K | 0.16% | 111 |
|