Dynasty Wealth Management’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 | $10M | Sell |
202,530
-12,446
| -6% | -$616K | 0.17% | 46 |
|
|
2025
Q1 | $9.73M | Sell |
214,976
-7,274
| -3% | -$329K | 0.16% | 46 |
|
|
2024
Q4 | $9.79M | Buy |
222,250
+4,517
| +2% | +$199K | 0.17% | 46 |
|
|
2024
Q3 | $10.4M | Buy |
217,733
+1,239
| +0.6% | +$59.3K | 0.31% | 29 |
|
|
2024
Q2 | $9.47M | Buy |
216,494
+6,869
| +3% | +$301K | 0.28% | 38 |
|
|
2024
Q1 | $8.76M | Buy |
+209,625
| New | +$8.76M | 0.28% | 34 |
|
|
2018
Q4 | – | Sell |
-15,999
| Closed | -$656K | – | 104 |
|
|
2018
Q3 | $656K | Sell |
15,999
-4,644
| -22% | -$190K | 0.84% | 24 |
|
|
2018
Q2 | $871K | Buy |
20,643
+1,345
| +7% | +$56.8K | 1.8% | 13 |
|
|
2018
Q1 | $907K | Buy |
19,298
+373
| +2% | +$17.5K | 0.38% | 12 |
|
|
2017
Q4 | $869K | Buy |
+18,925
| New | +$869K | 1.5% | 15 |
|