Capital Advisors Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $92K | Hold |
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|
2025
Q2 | $84K | Hold |
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|
2025
Q1 | $77K | Sell |
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|
2024
Q4 | $98K | Hold |
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|
2024
Q3 | $106K | Sell |
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|
2024
Q2 | $159K | Sell |
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|
2024
Q1 | $168K | Buy |
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|
2023
Q4 | $153K | Buy |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $150K | Buy |
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|
2023
Q1 | $142K | Buy |
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|
2022
Q4 | $137K | Buy |
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|
2022
Q3 | $87K | Sell |
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|
2022
Q2 | $173K | Hold |
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|
2022
Q1 | $191K | Buy |
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|
2021
Q4 | $68K | Hold |
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|
2021
Q3 | $69K | Buy |
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|
2021
Q2 | $59K | Hold |
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|
2021
Q1 | $56K | Buy |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $20K | Sell |
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|
2020
Q1 | $17K | Sell |
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|
2019
Q4 | $231K | Sell |
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|
2019
Q3 | $215K | Hold |
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|
2019
Q2 | $227K | Hold |
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|
2019
Q1 | $227K | Sell |
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|
2018
Q4 | $771K | Sell |
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|
2018
Q3 | $926K | Buy |
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|
2018
Q2 | $49K | Buy |
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|
2018
Q1 | $12K | Sell |
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|
2017
Q4 | $15K | Hold |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $14K | Hold |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $12K | Hold |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $12K | Buy |
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|
2016
Q1 | $10K | Hold |
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|
2015
Q4 | $9K | Sell |
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|
2015
Q3 | $17K | Hold |
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|
2015
Q2 | $20K | Hold |
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|
2015
Q1 | $20K | Hold |
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|
2014
Q4 | $20K | Hold |
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|
2014
Q3 | $20K | Hold |
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|
2014
Q2 | $22K | Hold |
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|
2014
Q1 | $20K | Hold |
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|
2013
Q4 | $21K | Buy |
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