Beacon Financial Advisory’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 | $712K | Buy |
14,391
+6,172
| +75% | +$305K | 0.18% | 147 |
|
|
2025
Q1 | $372K | Buy |
+8,219
| New | +$372K | 0.11% | 204 |
|
|
2024
Q1 | – | Sell |
-5,804
| Closed | -$271K | – | 280 |
|
|
2023
Q4 | $271K | Sell |
5,804
-1,427
| -20% | -$66.5K | 0.13% | 202 |
|
|
2023
Q3 | $316K | Buy |
7,231
+73
| +1% | +$3.19K | 0.17% | 157 |
|
|
2023
Q2 | $323K | Buy |
7,158
+12
| +0.2% | +$542 | 0.19% | 156 |
|
|
2023
Q1 | $321K | Sell |
7,146
-1,745
| -20% | -$78.3K | 0.2% | 143 |
|
|
2022
Q4 | $379K | Sell |
8,891
-1,162
| -12% | -$49.5K | 0.27% | 114 |
|
|
2022
Q3 | $399K | Sell |
10,053
-934
| -9% | -$37.1K | 0.28% | 114 |
|
|
2022
Q2 | $458K | Sell |
10,987
-1,561
| -12% | -$65.1K | 0.26% | 126 |
|
|
2022
Q1 | $579K | Buy |
12,548
+1,262
| +11% | +$58.2K | 0.28% | 112 |
|
|
2021
Q4 | $558K | Buy |
11,286
+1,010
| +10% | +$49.9K | 0.26% | 117 |
|
|
2021
Q3 | $514K | Buy |
10,276
+585
| +6% | +$29.3K | 0.27% | 118 |
|
|
2021
Q2 | $526K | Sell |
9,691
-95
| -1% | -$5.16K | 0.28% | 118 |
|
|
2021
Q1 | $509K | Buy |
9,786
+4,501
| +85% | +$234K | 0.29% | 115 |
|
|
2020
Q4 | $264K | Buy |
+5,285
| New | +$264K | 0.17% | 158 |
|