BWA
BlueSky Wealth Advisors’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 | $9.51M | Sell |
192,313
-11,800
| -6% | -$584K | 1.38% | 19 |
|
|
2025
Q1 | $9.24M | Buy |
204,113
+21,924
| +12% | +$992K | 1.43% | 18 |
|
|
2024
Q4 | $8.02M | Buy |
182,189
+16,732
| +10% | +$737K | 1.25% | 20 |
|
|
2024
Q3 | $7.92M | Buy |
165,457
+4,863
| +3% | +$233K | 1.23% | 20 |
|
|
2024
Q2 | $7.03M | Buy |
+160,594
| New | +$7.03M | 1.18% | 20 |
|
|
2024
Q1 | – | Sell |
-169,317
| Closed | -$6.96M | – | 67 |
|
|
2023
Q4 | $6.96M | Buy |
169,317
+21,833
| +15% | +$897K | 1.29% | 20 |
|
|
2023
Q3 | $5.78M | Sell |
147,484
-987
| -0.7% | -$38.7K | 1.18% | 19 |
|
|
2023
Q2 | $6.04M | Sell |
148,471
-9,195
| -6% | -$374K | 1.21% | 19 |
|
|
2023
Q1 | $6.37M | Sell |
157,666
-4,720
| -3% | -$191K | 1.32% | 19 |
|
|
2022
Q4 | $6.33M | Buy |
162,386
+2,475
| +2% | +$96.5K | 1.4% | 19 |
|
|
2022
Q3 | $5.84M | Buy |
159,911
+8,097
| +5% | +$295K | 1.35% | 18 |
|
|
2022
Q2 | $6.32M | Buy |
151,814
+22,175
| +17% | +$924K | 1.4% | 19 |
|
|
2022
Q1 | $5.98M | Sell |
129,639
-8,661
| -6% | -$400K | 1.16% | 18 |
|
|
2021
Q4 | $6.84M | Buy |
138,300
+19,181
| +16% | +$949K | 1.27% | 16 |
|
|
2021
Q3 | $5.96M | Buy |
119,119
+29,618
| +33% | +$1.48M | 1.17% | 16 |
|
|
2021
Q2 | $4.74M | Sell |
89,501
-339
| -0.4% | -$18K | 0.93% | 17 |
|
|
2021
Q1 | $4.66M | Buy |
89,840
+8,346
| +10% | +$433K | 1.05% | 15 |
|
|
2020
Q4 | $4.08M | Sell |
81,494
-692
| -0.8% | -$34.7K | 0.99% | 16 |
|
|
2020
Q3 | $3.71M | Sell |
82,186
-520
| -0.6% | -$23.5K | 0.97% | 16 |
|
|
2020
Q2 | $3.28M | Buy |
82,706
+281
| +0.3% | +$11.1K | 0.94% | 16 |
|
|
2020
Q1 | $2.77M | Buy |
82,425
+22,621
| +38% | +$759K | 1.02% | 18 |
|
|
2019
Q4 | $2.69M | Sell |
59,804
-2,747
| -4% | -$124K | 0.88% | 27 |
|
|
2019
Q3 | $2.51M | Buy |
62,551
+2,460
| +4% | +$98.7K | 0.86% | 26 |
|
|
2019
Q2 | $2.56M | Sell |
60,091
-8,857
| -13% | -$377K | 0.91% | 25 |
|
|
2019
Q1 | $3.02M | Sell |
68,948
-3,043
| -4% | -$133K | 1.09% | 23 |
|
|
2018
Q4 | $2.9M | Buy |
71,991
+10,725
| +18% | +$432K | 1.13% | 23 |
|
|
2018
Q3 | $2.4M | Buy |
61,266
+165
| +0.3% | +$6.47K | 0.91% | 23 |
|
|
2018
Q2 | $2.58M | Buy |
61,101
+15,811
| +35% | +$667K | 0.99% | 22 |
|
|
2018
Q1 | $2.13M | Sell |
45,290
-2,710
| -6% | -$127K | 0.82% | 23 |
|
|
2017
Q4 | $2.2M | Sell |
48,000
-688
| -1% | -$31.6K | 0.91% | 23 |
|
|
2017
Q3 | $2.12M | Sell |
48,688
-1,224
| -2% | -$53.3K | 0.92% | 23 |
|
|
2017
Q2 | $2.04M | Sell |
49,912
-1,183
| -2% | -$48.3K | 0.94% | 23 |
|
|
2017
Q1 | $2.03M | Sell |
51,095
-3,271
| -6% | -$130K | 0.97% | 23 |
|
|
2016
Q4 | $1.95M | Buy |
+54,366
| New | +$1.95M | 0.95% | 23 |
|