Evernest 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 | $330K | Buy |
6,672
+11
| +0.2% | +$544 | 0.11% | 135 |
|
|
2025
Q1 | $301K | Buy |
6,661
+6
| +0.1% | +$272 | 0.11% | 128 |
|
|
2024
Q4 | $293K | Buy |
6,655
+120
| +2% | +$5.29K | 0.08% | 135 |
|
|
2024
Q3 | $313K | Buy |
6,535
+14
| +0.2% | +$670 | 0.08% | 129 |
|
|
2024
Q2 | $285K | Buy |
6,521
+20
| +0.3% | +$875 | 0.13% | 111 |
|
|
2024
Q1 | $266K | Sell |
6,501
-3,222
| -33% | -$132K | 0.13% | 113 |
|
|
2023
Q4 | $400K | Buy |
+9,723
| New | +$400K | 0.2% | 98 |
|
|
2021
Q4 | $266K | Buy |
+6,557
| New | +$266K | 0.14% | 108 |
|