BHK Investment Advisors’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 | $4.63M | Sell |
93,602
-134
| -0.1% | -$6.63K | 1.81% | 14 |
|
|
2025
Q1 | $4.24M | Sell |
93,736
-11,574
| -11% | -$524K | 1.79% | 13 |
|
|
2024
Q4 | $4.64M | Sell |
105,310
-4,990
| -5% | -$220K | 1.74% | 11 |
|
|
2024
Q3 | $5.28M | Sell |
110,300
-1,357
| -1% | -$64.9K | 1.97% | 10 |
|
|
2024
Q2 | $4.89M | Sell |
111,657
-1,170
| -1% | -$51.2K | 1.92% | 10 |
|
|
2024
Q1 | $4.71M | Buy |
112,827
+27,159
| +32% | +$1.13M | 1.81% | 11 |
|
|
2023
Q4 | $3.52M | Sell |
85,668
-17,629
| -17% | -$725K | 2.02% | 12 |
|
|
2023
Q3 | $4.05M | Buy |
103,297
+379
| +0.4% | +$14.9K | 1.86% | 13 |
|
|
2023
Q2 | $4.19M | Buy |
102,918
+20
| +0% | +$814 | 1.79% | 13 |
|
|
2023
Q1 | $4.16M | Buy |
102,898
+12,419
| +14% | +$502K | 1.82% | 13 |
|
|
2022
Q4 | $3.53M | Sell |
90,479
-32,734
| -27% | -$1.28M | 1.98% | 13 |
|
|
2022
Q3 | $4.5M | Sell |
123,213
-2,001
| -2% | -$73K | 2.26% | 12 |
|
|
2022
Q2 | $5.22M | Buy |
125,214
+140
| +0.1% | +$5.83K | 2.34% | 11 |
|
|
2022
Q1 | $5.77M | Buy |
125,074
+1,097
| +0.9% | +$50.6K | 2.41% | 9 |
|
|
2021
Q4 | $6.13M | Buy |
123,977
+9,761
| +9% | +$483K | 2.42% | 9 |
|
|
2021
Q3 | $5.71M | Sell |
114,216
-7,407
| -6% | -$370K | 2.35% | 11 |
|
|
2021
Q2 | $6.61M | Sell |
121,623
-1,983
| -2% | -$108K | 2.7% | 8 |
|
|
2021
Q1 | $6.19M | Hold |
123,606
| – | – | 2.88% | 9 |
|
|
2020
Q4 | $6.19M | Sell |
123,606
-7,403
| -6% | -$371K | 2.89% | 9 |
|
|
2020
Q3 | $5.67M | Sell |
131,009
-22,340
| -15% | -$966K | 3.19% | 8 |
|
|
2020
Q2 | $6.07M | Sell |
153,349
-48,792
| -24% | -$1.93M | 3.59% | 8 |
|
|
2020
Q1 | $6.78M | Sell |
202,141
-7,999
| -4% | -$268K | 4.83% | 9 |
|
|
2019
Q4 | $9.35M | Buy |
210,140
+5,536
| +3% | +$246K | 5.32% | 8 |
|
|
2019
Q3 | $8.24M | Buy |
204,604
+1,951
| +1% | +$78.5K | 4.76% | 8 |
|
|
2019
Q2 | $8.62M | Buy |
202,653
+3,418
| +2% | +$145K | 4.9% | 8 |
|
|
2019
Q1 | $8.47M | Buy |
199,235
+279
| +0.1% | +$11.9K | 5.14% | 8 |
|
|
2018
Q4 | $7.58M | Buy |
198,956
+7,646
| +4% | +$291K | 5.7% | 8 |
|
|
2018
Q3 | $7.84M | Buy |
191,310
+7,170
| +4% | +$294K | 5.28% | 8 |
|
|
2018
Q2 | $7.77M | Buy |
184,140
+10,883
| +6% | +$459K | 5.41% | 8 |
|
|
2018
Q1 | $8.14M | Sell |
173,257
-352
| -0.2% | -$16.5K | 6.01% | 8 |
|
|
2017
Q4 | $7.97M | Buy |
+173,609
| New | +$7.97M | 6.72% | 8 |
|