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 |
|