Colton Groome Financial 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 | $314K | Buy |
6,351
+1
| +0% | +$49 | 0.11% | 103 |
|
2025
Q1 | $287K | Buy |
6,350
+254
| +4% | +$11.5K | 0.11% | 100 |
|
2024
Q4 | $268K | Buy |
6,096
+53
| +0.9% | +$2.33K | 0.1% | 103 |
|
2024
Q3 | $289K | Sell |
6,043
-131
| -2% | -$6.27K | 0.11% | 107 |
|
2024
Q2 | $270K | Buy |
6,174
+33
| +0.5% | +$1.44K | 0.11% | 105 |
|
2024
Q1 | $257K | Sell |
6,141
-262
| -4% | -$10.9K | 0.1% | 100 |
|
2023
Q4 | $263K | Sell |
6,403
-90
| -1% | -$3.7K | 0.11% | 104 |
|
2023
Q3 | $255K | Sell |
6,493
-826
| -11% | -$32.4K | 0.13% | 97 |
|
2023
Q2 | $298K | Sell |
7,319
-2,154
| -23% | -$87.6K | 0.14% | 100 |
|
2023
Q1 | $383K | Buy |
9,473
+681
| +8% | +$27.5K | 0.18% | 90 |
|
2022
Q4 | $343K | Buy |
8,792
+19
| +0.2% | +$741 | 0.17% | 94 |
|
2022
Q3 | $320K | Hold |
8,773
| – | – | 0.16% | 79 |
|
2022
Q2 | $365K | Buy |
8,773
+367
| +4% | +$15.3K | 0.18% | 68 |
|
2022
Q1 | $388K | Sell |
8,406
-1,240
| -13% | -$57.2K | 0.18% | 68 |
|
2021
Q4 | $477K | Buy |
9,646
+1,737
| +22% | +$85.9K | 0.19% | 80 |
|
2021
Q3 | $396K | Sell |
7,909
-480
| -6% | -$24K | 0.17% | 81 |
|
2021
Q2 | $456K | Buy |
8,389
+42
| +0.5% | +$2.28K | 0.21% | 71 |
|
2021
Q1 | $434K | Sell |
8,347
-634
| -7% | -$33K | 0.24% | 41 |
|
2020
Q4 | $450K | Sell |
8,981
-4,012
| -31% | -$201K | 0.29% | 44 |
|
2020
Q3 | $562K | Sell |
12,993
-7,303
| -36% | -$316K | 0.39% | 36 |
|
2020
Q2 | $804K | Sell |
20,296
-262
| -1% | -$10.4K | 0.58% | 31 |
|
2020
Q1 | $690K | Sell |
20,558
-2,668
| -11% | -$89.5K | 0.57% | 31 |
|
2019
Q4 | $1.03M | Sell |
23,226
-440
| -2% | -$19.6K | 0.74% | 29 |
|
2019
Q3 | $1.01M | Buy |
23,666
+153
| +0.7% | +$6.52K | 0.74% | 31 |
|
2019
Q2 | $1M | Buy |
+23,513
| New | +$1M | 0.8% | 22 |
|