Aletheian 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 | $8.25M | Buy |
166,827
+12,920
| +8% | +$639K | 4.06% | 5 |
|
|
2025
Q1 | $6.97M | Sell |
153,907
-72
| -0% | -$3.26K | 3.92% | 6 |
|
|
2024
Q4 | $6.78M | Sell |
153,979
-3,510
| -2% | -$155K | 4.01% | 7 |
|
|
2024
Q3 | $7.54M | Buy |
157,489
+6,962
| +5% | +$333K | 4.4% | 5 |
|
|
2024
Q2 | $6.59M | Buy |
150,527
+14,398
| +11% | +$630K | 3.47% | 7 |
|
|
2024
Q1 | $5.69M | Buy |
136,129
+13,684
| +11% | +$572K | 3.08% | 8 |
|
|
2023
Q4 | $5.03M | Sell |
122,445
-1,231
| -1% | -$50.6K | 3.33% | 7 |
|
|
2023
Q3 | $4.85M | Buy |
123,676
+2,448
| +2% | +$96K | 3.72% | 6 |
|
|
2023
Q2 | $4.93M | Buy |
121,228
+6,516
| +6% | +$265K | 3.38% | 7 |
|
|
2023
Q1 | $4.63M | Buy |
114,712
+21,047
| +22% | +$850K | 4.09% | 6 |
|
|
2022
Q4 | $3.65M | Buy |
93,665
+24,807
| +36% | +$967K | 3.15% | 7 |
|
|
2022
Q3 | $2.51M | Sell |
68,858
-15,533
| -18% | -$567K | 2.85% | 10 |
|
|
2022
Q2 | $3.52M | Sell |
84,391
-160
| -0.2% | -$6.66K | 3.57% | 6 |
|
|
2022
Q1 | $3.9M | Buy |
84,551
+18,530
| +28% | +$855K | 3.7% | 8 |
|
|
2021
Q4 | $3.27M | Buy |
+66,021
| New | +$3.27M | 3.2% | 9 |
|