CBIZ Investment Advisory Services’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 | $158K | Hold |
3,192
| – | – | 0.01% | 56 |
|
|
2025
Q1 | $144K | Hold |
3,192
| – | – | 0.01% | 58 |
|
|
2024
Q4 | $141K | Buy |
3,192
+1
| +0% | +$44 | 0.01% | 59 |
|
|
2024
Q3 | $153K | Sell |
3,191
-35
| -1% | -$1.68K | 0.01% | 56 |
|
|
2024
Q2 | $141K | Buy |
3,226
+12
| +0.4% | +$525 | 0.01% | 56 |
|
|
2024
Q1 | $134K | Buy |
+3,214
| New | +$134K | 0.01% | 58 |
|
|
2022
Q1 | – | Sell |
-4,514
| Closed | -$223K | – | 40 |
|
|
2021
Q4 | $223K | Buy |
+4,514
| New | +$223K | 0.02% | 34 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 37 |
|