AWM
Aprio Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $231K | Buy |
4,679
+10
| +0.2% | +$495 | 0.03% | 359 |
|
|
2025
Q1 | $211K | Sell |
4,669
-839
| -15% | -$38K | 0.03% | 350 |
|
|
2024
Q4 | $243K | Buy |
5,508
+624
| +13% | +$27.5K | 0.04% | 256 |
|
|
2024
Q3 | $234K | Sell |
4,884
-898
| -16% | -$43K | 0.04% | 239 |
|
|
2024
Q2 | $253K | Sell |
5,782
-1,055
| -15% | -$46.2K | 0.05% | 197 |
|
|
2024
Q1 | $286K | Sell |
6,837
-91,083
| -93% | -$3.8M | 0.06% | 164 |
|
|
2023
Q4 | $4.02M | Buy |
97,920
+21,836
| +29% | +$897K | 0.9% | 25 |
|
|
2023
Q3 | $2.98M | Buy |
76,084
+2,141
| +3% | +$83.9K | 0.82% | 24 |
|
|
2023
Q2 | $3.01M | Buy |
73,943
+3,387
| +5% | +$138K | 0.83% | 22 |
|
|
2023
Q1 | $2.85M | Buy |
70,556
+3,417
| +5% | +$138K | 0.88% | 20 |
|
|
2022
Q4 | $2.62M | Sell |
67,139
-19,004
| -22% | -$741K | 0.92% | 20 |
|
|
2022
Q3 | $3.14M | Sell |
86,143
-1,554
| -2% | -$56.7K | 1.26% | 21 |
|
|
2022
Q2 | $3.65M | Buy |
87,697
+6,066
| +7% | +$253K | 1.45% | 19 |
|
|
2022
Q1 | $3.77M | Buy |
81,631
+48
| +0.1% | +$2.21K | 1.44% | 18 |
|
|
2021
Q4 | $4.04M | Buy |
81,583
+8,147
| +11% | +$403K | 1.69% | 18 |
|
|
2021
Q3 | $3.67M | Sell |
73,436
-1,264
| -2% | -$63.2K | 1.67% | 14 |
|
|
2021
Q2 | $4.06M | Buy |
+74,700
| New | +$4.06M | 1.92% | 12 |
|
|
2020
Q4 | $5.83M | Buy |
116,331
+36,802
| +46% | +$1.84M | 3.85% | 7 |
|
|
2020
Q3 | $3.44M | Buy |
79,529
+51,595
| +185% | +$2.23M | 2.44% | 10 |
|
|
2020
Q2 | $1.11M | Buy |
+27,934
| New | +$1.11M | 1.07% | 22 |
|