Bordeaux Wealth 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 | $4.91M | Sell |
99,259
-10,524
| -10% | -$521K | 0.63% | 21 |
|
|
2025
Q1 | $4.97M | Sell |
109,783
-9,006
| -8% | -$408K | 0.92% | 23 |
|
|
2024
Q4 | $5.23M | Sell |
118,789
-2,799
| -2% | -$123K | 0.84% | 23 |
|
|
2024
Q3 | $5.82M | Sell |
121,588
-459
| -0.4% | -$22K | 1.05% | 22 |
|
|
2024
Q2 | $5.34M | Buy |
122,047
+69,065
| +130% | +$3.02M | 1.02% | 21 |
|
|
2024
Q1 | $2.21M | Buy |
52,982
+3,280
| +7% | +$137K | 0.73% | 20 |
|
|
2023
Q4 | $2.04M | Sell |
49,702
-4,076
| -8% | -$168K | 0.69% | 20 |
|
|
2023
Q3 | $2.11M | Buy |
53,778
+11,822
| +28% | +$464K | 0.85% | 20 |
|
|
2023
Q2 | $1.71M | Buy |
41,956
+203
| +0.5% | +$8.26K | 0.7% | 20 |
|
|
2023
Q1 | $1.69M | Buy |
41,753
+9,680
| +30% | +$391K | 0.87% | 17 |
|
|
2022
Q4 | $1.25M | Sell |
32,073
-10,056
| -24% | -$392K | 0.69% | 20 |
|
|
2022
Q3 | $1.54M | Sell |
42,129
-6,675
| -14% | -$244K | 0.97% | 18 |
|
|
2022
Q2 | $2.03M | Sell |
48,804
-5,383
| -10% | -$224K | 1.4% | 14 |
|
|
2022
Q1 | $2.5M | Sell |
54,187
-1,596
| -3% | -$73.6K | 1.35% | 17 |
|
|
2021
Q4 | $2.76M | Buy |
55,783
+3,097
| +6% | +$153K | 1.27% | 20 |
|
|
2021
Q3 | $2.64M | Sell |
52,686
-941
| -2% | -$47.1K | 1.49% | 18 |
|
|
2021
Q2 | $2.91M | Sell |
53,627
-1,649
| -3% | -$89.5K | 1.67% | 15 |
|
|
2021
Q1 | $2.88M | Sell |
55,276
-4,965
| -8% | -$258K | 2% | 13 |
|
|
2020
Q4 | $3.02M | Buy |
+60,241
| New | +$3.02M | 2.27% | 9 |
|