Cypress Financial Planning’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 | $8.96M | Buy |
181,213
+2,530
| +1% | +$125K | 2.92% | 10 |
|
2025
Q1 | $8.09M | Buy |
178,683
+1,177
| +0.7% | +$53.3K | 2.89% | 10 |
|
2024
Q4 | $7.82M | Buy |
177,506
+3,705
| +2% | +$163K | 2.87% | 11 |
|
2024
Q3 | $8.32M | Buy |
173,801
+7,099
| +4% | +$340K | 3.07% | 10 |
|
2024
Q2 | $7.29M | Buy |
166,702
+5,218
| +3% | +$228K | 3.02% | 11 |
|
2024
Q1 | $6.75M | Buy |
161,484
+74,820
| +86% | +$3.13M | 3.09% | 11 |
|
2023
Q4 | $3.5M | Sell |
86,664
-66,964
| -44% | -$2.71M | 3.18% | 10 |
|
2023
Q3 | $6.02M | Sell |
153,628
-2,950
| -2% | -$116K | 3.44% | 8 |
|
2023
Q2 | $6.43M | Buy |
156,578
+3,330
| +2% | +$137K | 3.64% | 8 |
|
2023
Q1 | $6.22M | Buy |
153,248
+12,926
| +9% | +$524K | 3.79% | 8 |
|
2022
Q4 | $5.53M | Buy |
140,322
+3,307
| +2% | +$130K | 3.69% | 8 |
|
2022
Q3 | $5M | Buy |
137,015
+3,090
| +2% | +$113K | 3.55% | 8 |
|
2022
Q2 | $5.58M | Buy |
+133,925
| New | +$5.58M | 3.82% | 8 |
|