Beam Wealth Advisors’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
2026 Q1	$1.19M	Buy	+21,977	New	+$1.23M	0.3%	63
2024 Q2	–	Sell	-8,285	Closed	-$346K	–	158
2024 Q1	$346K	Buy	8,285 +755	+10%	+$30.8K	0.21%	79
2023 Q4	$309K	Sell	7,530 -793	-10%	-$31.5K	0.2%	77
2023 Q3	$326K	Buy	8,323 +614	+8%	+$25.1K	0.23%	75
2023 Q2	$314K	Sell	7,709 -427	-5%	-$17.2K	0.22%	77
2023 Q1	$329K	Sell	8,136 -145	-2%	-$5.91K	0.33%	67
2022 Q4	$323K	Sell	8,281 -959	-10%	-$36.6K	0.34%	67
2022 Q3	$337K	Buy	9,240 +145	+2%	+$5.89K	0.38%	68
2022 Q2	$379K	Buy	9,095 +1,394	+18%	+$60.2K	0.42%	62
2022 Q1	$355K	Buy	7,701 +242	+3%	+$11.6K	0.41%	58
2021 Q4	$369K	Sell	7,459 -4,128	-36%	-$208K	0.42%	58
2021 Q3	$579K	Buy	11,587 +742	+7%	+$38.3K	0.5%	66
2021 Q2	$589K	Buy	10,845 +754	+7%	+$40.2K	0.51%	67
2021 Q1	$525K	Buy	10,091 +1,430	+17%	+$76.1K	0.47%	73
2020 Q4	$434K	Buy	8,661 +1,017	+13%	+$47.8K	0.41%	79
2020 Q3	$331K	Buy	7,644 +483	+7%	+$21K	0.31%	92
2020 Q2	$307K	Buy	7,161 +284	+4%	+$10.5K	0.31%	95
2020 Q1	$231K	Sell	6,877 -492	-7%	-$20.1K	0.23%	126
2019 Q4	$328K	Buy	+7,369	New	+$312K	0.31%	102