Beaird Harris 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 | $705K | Buy |
14,249
+426
| +3% | +$21.1K | 0.05% | 77 |
|
2025
Q1 | $626K | Sell |
13,823
-1,866
| -12% | -$84.5K | 0.05% | 74 |
|
2024
Q4 | $691K | Buy |
15,689
+1,065
| +7% | +$46.9K | 0.06% | 74 |
|
2024
Q3 | $700K | Buy |
14,624
+4,524
| +45% | +$216K | 0.06% | 74 |
|
2024
Q2 | $442K | Sell |
10,100
-1,486
| -13% | -$65K | 0.04% | 81 |
|
2024
Q1 | $484K | Sell |
11,586
-1,661
| -13% | -$69.4K | 0.05% | 74 |
|
2023
Q4 | $544K | Sell |
13,247
-277
| -2% | -$11.4K | 0.06% | 62 |
|
2023
Q3 | $530K | Sell |
13,524
-284
| -2% | -$11.1K | 0.06% | 59 |
|
2023
Q2 | $562K | Sell |
13,808
-401
| -3% | -$16.3K | 0.07% | 54 |
|
2023
Q1 | $574K | Sell |
14,209
-112
| -0.8% | -$4.53K | 0.1% | 50 |
|
2022
Q4 | $558K | Sell |
14,321
-11,147
| -44% | -$435K | 0.1% | 49 |
|
2022
Q3 | $929K | Buy |
25,468
+2,363
| +10% | +$86.2K | 0.2% | 41 |
|
2022
Q2 | $962K | Buy |
23,105
+382
| +2% | +$15.9K | 0.27% | 34 |
|
2022
Q1 | $1.05M | Sell |
22,723
-1,365
| -6% | -$63K | 0.38% | 32 |
|
2021
Q4 | $1.19M | Buy |
+24,088
| New | +$1.19M | 0.44% | 35 |
|