Encompass Wealth 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 | $1.31M | Buy |
26,405
+30
| +0.1% | +$1.48K | 0.48% | 35 |
|
|
2025
Q1 | $1.19M | Buy |
26,375
+984
| +4% | +$44.5K | 0.49% | 34 |
|
|
2024
Q4 | $1.12M | Buy |
25,391
+1,276
| +5% | +$56.2K | 0.45% | 35 |
|
|
2024
Q3 | $1.15M | Sell |
24,115
-866
| -3% | -$41.4K | 0.29% | 70 |
|
|
2024
Q2 | $1.09M | Sell |
24,981
-257
| -1% | -$11.2K | 0.29% | 71 |
|
|
2024
Q1 | $1.05M | Sell |
25,238
-2,150
| -8% | -$89.8K | 0.28% | 77 |
|
|
2023
Q4 | $1.13M | Buy |
27,388
+859
| +3% | +$35.3K | 0.34% | 61 |
|
|
2023
Q3 | $1.04M | Buy |
26,529
+1,360
| +5% | +$53.3K | 0.35% | 57 |
|
|
2023
Q2 | $1.02M | Buy |
25,169
+193
| +0.8% | +$7.85K | 0.33% | 56 |
|
|
2023
Q1 | $1.01M | Buy |
24,976
+535
| +2% | +$21.6K | 0.34% | 55 |
|
|
2022
Q4 | $953K | Sell |
24,441
-2,961
| -11% | -$115K | 0.35% | 56 |
|
|
2022
Q3 | $1M | Sell |
27,402
-6,970
| -20% | -$254K | 0.38% | 54 |
|
|
2022
Q2 | $1.43M | Sell |
34,372
-8,342
| -20% | -$348K | 0.51% | 40 |
|
|
2022
Q1 | $1.97M | Buy |
42,714
+7,320
| +21% | +$338K | 0.5% | 36 |
|
|
2021
Q4 | $1.75M | Buy |
35,394
+3,566
| +11% | +$176K | 0.43% | 43 |
|
|
2021
Q3 | $1.59M | Buy |
31,828
+761
| +2% | +$38K | 0.41% | 46 |
|
|
2021
Q2 | $1.69M | Buy |
31,067
+2,451
| +9% | +$133K | 0.41% | 51 |
|
|
2021
Q1 | $1.5M | Buy |
28,616
+9,313
| +48% | +$488K | 0.38% | 51 |
|
|
2020
Q4 | $967K | Buy |
+19,303
| New | +$967K | 0.56% | 43 |
|