AWM
Arista 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 | $496K | Sell |
10,031
-1,340
| -12% | -$66.3K | 0.07% | 145 |
|
2025
Q1 | $515K | Sell |
11,371
-1,743
| -13% | -$78.9K | 0.12% | 41 |
|
2024
Q4 | $578K | Hold |
13,114
| – | – | 0.14% | 39 |
|
2024
Q3 | $628K | Buy |
13,114
+1,239
| +10% | +$59.3K | 0.15% | 35 |
|
2024
Q2 | $520K | Buy |
11,875
+884
| +8% | +$38.7K | 0.14% | 36 |
|
2024
Q1 | $459K | Buy |
+10,991
| New | +$459K | 0.35% | 27 |
|
2023
Q4 | – | Sell |
-8,114
| Closed | -$318K | – | 58 |
|
2023
Q3 | $318K | Sell |
8,114
-757
| -9% | -$29.7K | 0.12% | 41 |
|
2023
Q2 | $361K | Sell |
8,871
-1,198
| -12% | -$48.7K | 0.15% | 38 |
|
2023
Q1 | $407K | Sell |
10,069
-3,761
| -27% | -$152K | 0.22% | 37 |
|
2022
Q4 | $539K | Buy |
+13,830
| New | +$539K | 0.34% | 33 |
|