Avantax Planning Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.6M | Sell |
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|
2025
Q1 | $12.6M | Sell |
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|
2024
Q4 | $12.6M | Sell |
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|
2024
Q3 | $14.3M | Sell |
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|
2024
Q2 | $19.6M | Sell |
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|
2024
Q1 | $21.1M | Buy |
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|
2023
Q4 | $19M | Buy |
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|
2023
Q3 | $17.7M | Sell |
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|
2023
Q2 | $18.8M | Sell |
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|
2023
Q1 | $19.2M | Sell |
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|
2022
Q4 | $18.7M | Buy |
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|
2022
Q3 | $11.4M | Sell |
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|
2022
Q2 | $13.5M | Buy |
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|
2022
Q1 | $9.68M | Sell |
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|
2021
Q4 | $13.7M | Buy |
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|
2021
Q3 | $2.69M | Buy |
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|
2021
Q2 | $799K | Sell |
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|
2021
Q1 | $835K | Sell |
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|
2020
Q4 | $820K | Sell |
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|
2020
Q3 | $1.58M | Buy |
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|
2020
Q2 | $1.4M | Sell |
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|
2020
Q1 | $1.54M | Buy |
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|
2019
Q4 | $737K | Sell |
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|
2019
Q3 | $673K | Buy |
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|
2019
Q2 | $654K | Sell |
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|
2019
Q1 | $751K | Sell |
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|
2018
Q4 | $2.14M | Buy |
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|
2018
Q3 | $59K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $739K | Buy |
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|
2017
Q4 | $721K | Sell |
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|
2017
Q3 | $802K | Buy |
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|
2017
Q2 | $241K | Sell |
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|
2017
Q1 | $235K | Sell |
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|
2016
Q4 | $238K | Buy |
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