Executive Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | $10.1M | Buy |
246,869
+164,591
| +200% | +$6.72M | 2.1% | 13 |
|
2023
Q4 | $3.38M | Buy |
82,278
+808
| +1% | +$33.2K | 2.15% | 13 |
|
2023
Q3 | $3.19M | Buy |
81,470
+375
| +0.5% | +$14.7K | 2.27% | 14 |
|
2023
Q2 | $3.3M | Buy |
81,095
+263
| +0.3% | +$10.7K | 2.23% | 14 |
|
2023
Q1 | $3.27M | Buy |
80,832
+33
| +0% | +$1.33K | 2.31% | 14 |
|
2022
Q4 | $3.15M | Sell |
80,799
-2,695
| -3% | -$105K | 2.4% | 14 |
|
2022
Q3 | $3.05M | Buy |
83,494
+261
| +0.3% | +$9.52K | 2.62% | 14 |
|
2022
Q2 | $3.47M | Buy |
83,233
+537
| +0.6% | +$22.4K | 2.68% | 14 |
|
2022
Q1 | $3.81M | Buy |
82,696
+1,345
| +2% | +$62K | 2.5% | 14 |
|
2021
Q4 | $4.02M | Buy |
81,351
+645
| +0.8% | +$31.9K | 2.49% | 14 |
|
2021
Q3 | $4.04M | Buy |
80,706
+2,111
| +3% | +$106K | 2.47% | 15 |
|
2021
Q2 | $4.27M | Sell |
78,595
-487
| -0.6% | -$26.4K | 2.53% | 15 |
|
2021
Q1 | $4.12M | Buy |
79,082
+4,512
| +6% | +$235K | 2.53% | 16 |
|
2020
Q4 | $3.74M | Buy |
74,570
+428
| +0.6% | +$21.4K | 2.52% | 17 |
|
2020
Q3 | $3.21M | Buy |
74,142
+5,212
| +8% | +$225K | 2.46% | 16 |
|
2020
Q2 | $2.73M | Sell |
68,930
-1,090
| -2% | -$43.2K | 2.18% | 17 |
|
2020
Q1 | $2.35M | Buy |
70,020
+1,792
| +3% | +$60.1K | 2.25% | 16 |
|
2019
Q4 | $3.03M | Buy |
68,228
+6,874
| +11% | +$306K | 2.3% | 17 |
|
2019
Q3 | $2.47M | Sell |
61,354
-1,580
| -3% | -$63.6K | 1.98% | 18 |
|
2019
Q2 | $2.68M | Buy |
62,934
+4,288
| +7% | +$182K | 2.05% | 17 |
|
2019
Q1 | $2.49M | Buy |
58,646
+110
| +0.2% | +$4.68K | 1.94% | 17 |
|
2018
Q4 | $2.23M | Sell |
58,536
-1,379
| -2% | -$52.5K | 2.11% | 17 |
|
2018
Q3 | $2.46M | Hold |
59,915
| – | – | 2.04% | 17 |
|
2018
Q2 | $2.53M | Buy |
59,915
+8,807
| +17% | +$372K | 2.25% | 17 |
|
2018
Q1 | $2.4M | Buy |
51,108
+9,025
| +21% | +$424K | 2.07% | 17 |
|
2017
Q4 | $1.93M | Buy |
+42,083
| New | +$1.93M | 1.73% | 17 |
|