EFG
Ethos Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.64M | Buy |
114,102
+9,204
| +9% | +$455K | 0.49% | 55 |
|
|
2025
Q1 | $4.62M | Buy |
104,898
+573
| +0.5% | +$25.2K | 0.44% | 57 |
|
|
2024
Q4 | $4.59M | Buy |
104,325
+14,114
| +16% | +$622K | 0.6% | 49 |
|
|
2024
Q3 | $4.32M | Buy |
90,211
+4,301
| +5% | +$206K | 0.71% | 37 |
|
|
2024
Q2 | $3.76M | Buy |
85,910
+1,128
| +1% | +$49.4K | 0.66% | 39 |
|
|
2024
Q1 | $3.54M | Buy |
84,782
+215
| +0.3% | +$8.98K | 0.67% | 40 |
|
|
2023
Q4 | $3.48M | Sell |
84,567
-30,466
| -26% | -$1.25M | 0.74% | 37 |
|
|
2023
Q3 | $4.51M | Buy |
115,033
+9,001
| +8% | +$353K | 1.17% | 31 |
|
|
2023
Q2 | $4.28M | Hold |
106,032
| – | – | 1.45% | 25 |
|
|
2023
Q1 | $4.28M | Buy |
106,032
+18,772
| +22% | +$758K | 1.33% | 26 |
|
|
2022
Q4 | $3.4M | Buy |
+87,260
| New | +$3.4M | 1.15% | 28 |
|