Cyndeo 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 | $2.26M | Sell |
45,680
-265
| -0.6% | -$13.1K | 0.13% | 154 |
|
2025
Q1 | $2.08M | Sell |
45,945
-1,815
| -4% | -$82.1K | 0.14% | 158 |
|
2024
Q4 | $2.1M | Sell |
47,760
-3,188
| -6% | -$140K | 0.14% | 155 |
|
2024
Q3 | $2.44M | Sell |
50,948
-4,319
| -8% | -$207K | 0.17% | 145 |
|
2024
Q2 | $2.42M | Sell |
55,267
-4,172
| -7% | -$183K | 0.19% | 141 |
|
2024
Q1 | $2.48M | Sell |
59,439
-5,110
| -8% | -$213K | 0.21% | 139 |
|
2023
Q4 | $2.65M | Sell |
64,549
-142,914
| -69% | -$5.87M | 0.25% | 114 |
|
2023
Q3 | $8.13M | Buy |
207,463
+2,984
| +1% | +$117K | 0.85% | 27 |
|
2023
Q2 | $8.32M | Buy |
204,479
+15,299
| +8% | +$622K | 0.87% | 23 |
|
2023
Q1 | $7.64M | Buy |
189,180
+14,327
| +8% | +$579K | 0.82% | 26 |
|
2022
Q4 | $6.82M | Buy |
+174,853
| New | +$6.82M | 0.8% | 30 |
|