APP
Avantax Planning Partners’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 | $13.6M | Sell |
274,880
-3,655
| -1% | -$181K | 0.43% | 42 |
|
|
2025
Q1 | $12.6M | Sell |
278,535
-6,756
| -2% | -$306K | 0.45% | 35 |
|
|
2024
Q4 | $12.6M | Sell |
285,291
-14,372
| -5% | -$633K | 0.45% | 35 |
|
|
2024
Q3 | $14.3M | Sell |
299,663
-149,309
| -33% | -$7.14M | 0.51% | 31 |
|
|
2024
Q2 | $19.6M | Sell |
448,972
-56,629
| -11% | -$2.48M | 0.63% | 27 |
|
|
2024
Q1 | $21.1M | Buy |
505,601
+44,116
| +10% | +$1.84M | 0.68% | 25 |
|
|
2023
Q4 | $19M | Buy |
461,485
+9,216
| +2% | +$379K | 0.72% | 26 |
|
|
2023
Q3 | $17.7M | Sell |
452,269
-8,721
| -2% | -$342K | 0.74% | 25 |
|
|
2023
Q2 | $18.8M | Sell |
460,990
-13,783
| -3% | -$561K | 0.75% | 26 |
|
|
2023
Q1 | $19.2M | Sell |
474,773
-5,735
| -1% | -$232K | 0.78% | 26 |
|
|
2022
Q4 | $18.7M | Buy |
480,508
+168,828
| +54% | +$6.58M | 0.74% | 25 |
|
|
2022
Q3 | $11.4M | Sell |
311,680
-13,148
| -4% | -$480K | 0.51% | 29 |
|
|
2022
Q2 | $13.5M | Buy |
324,828
+115,085
| +55% | +$4.79M | 0.58% | 24 |
|
|
2022
Q1 | $9.68M | Sell |
209,743
-67,837
| -24% | -$3.13M | 0.38% | 28 |
|
|
2021
Q4 | $13.7M | Buy |
277,580
+223,838
| +417% | +$11.1M | 0.56% | 18 |
|
|
2021
Q3 | $2.69M | Buy |
53,742
+39,034
| +265% | +$1.95M | 0.12% | 68 |
|
|
2021
Q2 | $799K | Sell |
14,708
-1,335
| -8% | -$72.5K | 0.04% | 153 |
|
|
2021
Q1 | $835K | Sell |
16,043
-314
| -2% | -$16.3K | 0.04% | 145 |
|
|
2020
Q4 | $820K | Sell |
16,357
-20,224
| -55% | -$1.01M | 0.04% | 141 |
|
|
2020
Q3 | $1.58M | Buy |
36,581
+1,229
| +3% | +$53.2K | 0.08% | 98 |
|
|
2020
Q2 | $1.4M | Sell |
35,352
-10,606
| -23% | -$420K | 0.08% | 104 |
|
|
2020
Q1 | $1.54M | Buy |
45,958
+29,376
| +177% | +$986K | 0.11% | 76 |
|
|
2019
Q4 | $737K | Sell |
16,582
-127
| -0.8% | -$5.65K | 0.04% | 136 |
|
|
2019
Q3 | $673K | Buy |
16,709
+1,376
| +9% | +$55.4K | 0.04% | 138 |
|
|
2019
Q2 | $654K | Sell |
15,333
-2,328
| -13% | -$99.3K | 0.04% | 140 |
|
|
2019
Q1 | $751K | Sell |
17,661
-38,469
| -69% | -$1.64M | 0.05% | 125 |
|
|
2018
Q4 | $2.14M | Buy |
56,130
+54,684
| +3,782% | +$2.08M | 0.16% | 58 |
|
|
2018
Q3 | $59K | Buy |
+1,446
| New | +$59K | ﹤0.01% | 448 |
|
|
2018
Q2 | – | Sell |
-15,738
| Closed | -$739K | – | 1454 |
|
|
2018
Q1 | $739K | Buy |
15,738
+42
| +0.3% | +$1.97K | 0.06% | 129 |
|
|
2017
Q4 | $721K | Sell |
15,696
-2,712
| -15% | -$125K | 0.07% | 132 |
|
|
2017
Q3 | $802K | Buy |
18,408
+12,513
| +212% | +$545K | 0.06% | 143 |
|
|
2017
Q2 | $241K | Sell |
5,895
-17
| -0.3% | -$695 | 0.02% | 300 |
|
|
2017
Q1 | $235K | Sell |
5,912
-734
| -11% | -$29.2K | 0.02% | 284 |
|
|
2016
Q4 | $238K | Buy |
+6,646
| New | +$238K | 0.03% | 266 |
|