Concord Wealth Partners’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 | $137K | Buy |
2,763
+2
| +0.1% | +$99 | 0.02% | 241 |
|
|
2025
Q1 | $125K | Sell |
2,761
-637
| -19% | -$28.8K | 0.02% | 223 |
|
|
2024
Q4 | $150K | Sell |
3,398
-1,244
| -27% | -$54.8K | 0.02% | 215 |
|
|
2024
Q3 | $222K | Buy |
4,642
+2
| +0% | +$96 | 0.04% | 196 |
|
|
2024
Q2 | $203K | Sell |
4,640
-520
| -10% | -$22.8K | 0.04% | 195 |
|
|
2024
Q1 | $216K | Buy |
5,160
+4,932
| +2,163% | +$206K | 0.04% | 203 |
|
|
2023
Q4 | $9.39K | Buy |
228
+1
| +0.4% | +$41 | ﹤0.01% | 575 |
|
|
2023
Q3 | $8.9K | Buy |
227
+1
| +0.4% | +$39 | ﹤0.01% | 634 |
|
|
2023
Q2 | $9.2K | Buy |
226
+142
| +169% | +$5.78K | ﹤0.01% | 616 |
|
|
2023
Q1 | $3.39K | Sell |
84
-152
| -64% | -$6.13K | ﹤0.01% | 733 |
|
|
2022
Q4 | $9.19K | Buy |
+236
| New | +$9.19K | ﹤0.01% | 650 |
|
|
2022
Q3 | – | Sell |
-292
| Closed | -$12K | – | 1143 |
|
|
2022
Q2 | $12K | Sell |
292
-16
| -5% | -$658 | ﹤0.01% | 658 |
|
|
2022
Q1 | $14K | Buy |
308
+188
| +157% | +$8.55K | ﹤0.01% | 705 |
|
|
2021
Q4 | $6K | Buy |
120
+37
| +45% | +$1.85K | ﹤0.01% | 917 |
|
|
2021
Q3 | $4K | Sell |
83
-40
| -33% | -$1.93K | ﹤0.01% | 654 |
|
|
2021
Q2 | $7K | Sell |
123
-21
| -15% | -$1.2K | ﹤0.01% | 694 |
|
|
2021
Q1 | $7K | Sell |
144
-510
| -78% | -$24.8K | ﹤0.01% | 636 |
|
|
2020
Q4 | $33K | Buy |
+654
| New | +$33K | 0.03% | 256 |
|