Cardinal Strategic Wealth Guidance’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
Q1 | – | Sell |
-5,959
| Closed | -$262K | – | 83 |
|
|
2024
Q4 | $262K | Buy |
+5,959
| New | +$262K | 0.08% | 56 |
|
|
2024
Q1 | – | Sell |
-1,050
| Closed | -$43K | – | 74 |
|
|
2023
Q4 | $43K | Sell |
1,050
-2
| -0.2% | -$82 | 0.02% | 68 |
|
|
2023
Q3 | $41.2K | Hold |
1,052
| – | – | 0.02% | 70 |
|
|
2023
Q2 | $42.4K | Buy |
1,052
+1
| +0.1% | +$40 | 0.02% | 69 |
|
|
2023
Q1 | $42.6K | Sell |
1,051
-525
| -33% | -$21.3K | 0.02% | 68 |
|
|
2022
Q4 | $62.2K | Hold |
1,576
| – | – | 0.03% | 74 |
|
|
2022
Q3 | $58K | Buy |
+1,576
| New | +$58K | 0.03% | 64 |
|
|
2022
Q2 | – | Sell |
-5,251
| Closed | -$246K | – | 104 |
|
|
2022
Q1 | $246K | Hold |
5,251
| – | – | 0.11% | 62 |
|
|
2021
Q4 | $260K | Hold |
5,251
| – | – | 0.12% | 64 |
|
|
2021
Q3 | $263K | Hold |
5,251
| – | – | 0.14% | 63 |
|
|
2021
Q2 | $287K | Hold |
5,251
| – | – | 0.15% | 60 |
|
|
2021
Q1 | $272K | Buy |
5,251
+1
| +0% | +$52 | 0.16% | 59 |
|
|
2020
Q4 | $264K | Sell |
5,250
-487
| -8% | -$24.5K | 0.16% | 48 |
|
|
2020
Q3 | $244K | Buy |
5,737
+487
| +9% | +$20.7K | 0.17% | 48 |
|
|
2020
Q2 | $209K | Buy |
+5,250
| New | +$209K | 0.16% | 51 |
|
|
2020
Q1 | – | Sell |
-6,065
| Closed | -$269K | – | 56 |
|
|
2019
Q4 | $269K | Buy |
+6,065
| New | +$269K | 0.23% | 51 |
|