Everhart Financial Group’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 | $13.6M | Sell |
275,348
-25,713
| -9% | -$1.27M | 1.57% | 9 |
|
|
2025
Q1 | $13.6M | Buy |
301,061
+202,831
| +206% | +$9.18M | 1.86% | 8 |
|
|
2024
Q4 | $4.33M | Sell |
98,230
-7,096
| -7% | -$313K | 0.89% | 21 |
|
|
2024
Q3 | $5.02M | Sell |
105,326
-1,286
| -1% | -$61.3K | 1.11% | 14 |
|
|
2024
Q2 | $4.64M | Buy |
106,612
+5,962
| +6% | +$260K | 1.21% | 14 |
|
|
2024
Q1 | $4.2M | Buy |
100,650
+68
| +0.1% | +$2.84K | 1.22% | 13 |
|
|
2023
Q4 | $4.13M | Buy |
100,582
+3,906
| +4% | +$161K | 1.46% | 11 |
|
|
2023
Q3 | $3.79M | Buy |
96,676
+3,592
| +4% | +$141K | 1.61% | 10 |
|
|
2023
Q2 | $3.35M | Buy |
93,084
+4,990
| +6% | +$180K | 1.39% | 17 |
|
|
2023
Q1 | $3.56M | Sell |
88,094
-5,924
| -6% | -$239K | 1.6% | 12 |
|
|
2022
Q4 | $3.66M | Buy |
94,018
+13,286
| +16% | +$518K | 1.84% | 13 |
|
|
2022
Q3 | $2.95M | Buy |
80,732
+2,444
| +3% | +$89.2K | 1.63% | 13 |
|
|
2022
Q2 | $3.26M | Buy |
78,288
+6,432
| +9% | +$268K | 1.98% | 10 |
|
|
2022
Q1 | $3.31M | Buy |
71,856
+2,153
| +3% | +$99.3K | 1.92% | 12 |
|
|
2021
Q4 | $3.45M | Sell |
69,703
-6,625
| -9% | -$328K | 2.08% | 12 |
|
|
2021
Q3 | $3.82M | Buy |
76,328
+8,925
| +13% | +$446K | 2.61% | 9 |
|
|
2021
Q2 | $3.66M | Buy |
67,403
+35,471
| +111% | +$1.93M | 2.52% | 9 |
|
|
2021
Q1 | $1.66M | Buy |
31,932
+499
| +2% | +$26K | 1.46% | 19 |
|
|
2020
Q4 | $1.58M | Buy |
+31,433
| New | +$1.58M | 1.45% | 18 |
|