Concurrent Investment 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 | $22M | Buy |
443,983
+58,795
| +15% | +$2.91M | 0.42% | 47 |
|
2025
Q1 | $17.4M | Buy |
385,188
+45,040
| +13% | +$2.04M | 0.42% | 47 |
|
2024
Q4 | $15M | Buy |
340,148
+28,765
| +9% | +$1.27M | 0.4% | 50 |
|
2024
Q3 | $14.9M | Buy |
311,383
+46,003
| +17% | +$2.2M | 0.44% | 47 |
|
2024
Q2 | $11.6M | Buy |
265,380
+24,807
| +10% | +$1.09M | 0.38% | 57 |
|
2024
Q1 | $10M | Buy |
240,573
+75,016
| +45% | +$3.13M | 0.41% | 54 |
|
2023
Q4 | $6.8M | Buy |
+165,557
| New | +$6.8M | 0.32% | 73 |
|