DHK 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 | $1.62M | Sell |
32,803
-1,127
| -3% | -$55.7K | 0.93% | 22 |
|
2025
Q1 | $1.54M | Sell |
33,930
-367
| -1% | -$16.6K | 0.84% | 25 |
|
2024
Q4 | $1.51M | Buy |
34,297
+28,083
| +452% | +$1.24M | 0.92% | 23 |
|
2024
Q3 | $297K | Sell |
6,214
-442
| -7% | -$21.2K | 0.18% | 70 |
|
2024
Q2 | $291K | Sell |
6,656
-104,344
| -94% | -$4.57M | 0.2% | 68 |
|
2024
Q1 | $4.64M | Buy |
111,000
+8,886
| +9% | +$371K | 3.28% | 8 |
|
2023
Q4 | $4.2M | Buy |
102,114
+173
| +0.2% | +$7.11K | 3.15% | 9 |
|
2023
Q3 | $4M | Buy |
101,941
+570
| +0.6% | +$22.4K | 3.56% | 7 |
|
2023
Q2 | $4.12M | Buy |
101,371
+2,547
| +3% | +$104K | 3.51% | 7 |
|
2023
Q1 | $3.99M | Buy |
98,824
+10,289
| +12% | +$416K | 4.96% | 5 |
|
2022
Q4 | $3.45M | Buy |
88,535
+110
| +0.1% | +$4.29K | 4.8% | 5 |
|
2022
Q3 | $3.23M | Buy |
88,425
+80,794
| +1,059% | +$2.95M | 5.3% | 5 |
|
2022
Q2 | $318K | Buy |
7,631
+52
| +0.7% | +$2.17K | 0.3% | 37 |
|
2022
Q1 | $350K | Buy |
7,579
+21
| +0.3% | +$970 | 0.3% | 33 |
|
2021
Q4 | $374K | Buy |
+7,558
| New | +$374K | 0.35% | 31 |
|