Aries Wealth Management’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
$1.94M Buy
39,148
+65
+0.2% +$3.22K 0.51% 49
2025
Q1
$1.77M Sell
39,083
-440
-1% -$19.9K 0.48% 56
2024
Q4
$1.74M Sell
39,523
-656
-2% -$28.9K 0.48% 53
2024
Q3
$1.92M Sell
40,179
-300
-0.7% -$14.4K 0.53% 50
2024
Q2
$1.77M Sell
40,479
-270
-0.7% -$11.8K 0.56% 46
2024
Q1
$1.7M Buy
40,749
+590
+1% +$24.6K 0.55% 51
2023
Q4
$1.65M Sell
40,159
-4,820
-11% -$198K 0.59% 47
2023
Q3
$1.77M Buy
44,979
+578
+1% +$22.7K 0.69% 39
2023
Q2
$1.81M Sell
44,401
-600
-1% -$24.4K 0.7% 36
2023
Q1
$1.82M Sell
45,001
-18
-0% -$727 0.75% 38
2022
Q4
$1.75M Sell
45,019
-1,712
-4% -$66.7K 0.76% 40
2022
Q3
$1.66M Sell
46,731
-24,650
-35% -$874K 0.73% 41
2022
Q2
$2.97M Buy
+71,381
New +$2.97M 1.35% 17
2022
Q1
Sell
-49,461
Closed -$2.45M 228
2021
Q4
$2.45M Buy
49,461
+1,630
+3% +$80.6K 0.93% 31
2021
Q3
$2.39M Buy
47,831
+2,250
+5% +$113K 1.01% 27
2021
Q2
$2.48M Buy
45,581
+2,246
+5% +$122K 1.06% 25
2021
Q1
$2.26M Buy
43,335
+3,091
+8% +$161K 1.02% 26
2020
Q4
$2.11M Buy
40,244
+214
+0.5% +$11.2K 1.05% 28
2020
Q3
$1.73M Buy
40,030
+2,490
+7% +$108K 0.98% 29
2020
Q2
$1.49M Buy
37,540
+1,725
+5% +$68.3K 0.91% 33
2020
Q1
$1.19M Sell
35,815
-5,816
-14% -$194K 0.91% 33
2019
Q4
$1.86M Buy
41,631
+13
+0% +$580 1.13% 23
2019
Q3
$1.71M Buy
41,618
+1,719
+4% +$70.6K 1.14% 24
2019
Q2
$1.71M Buy
39,899
+2,146
+6% +$91.9K 1.19% 24
2019
Q1
$1.61M Sell
37,753
-2,312
-6% -$98.3K 1.2% 25
2018
Q4
$1.53M Sell
40,065
-4,408
-10% -$168K 1.62% 15
2018
Q3
$1.82M Buy
44,473
+1,399
+3% +$57.3K 1.64% 15
2018
Q2
$1.89M Sell
43,074
-11
-0% -$483 1.75% 14
2018
Q1
$2.02M Buy
43,085
+4,218
+11% +$198K 1.96% 11
2017
Q4
$1.92M Buy
+38,867
New +$1.92M 1.77% 15