Fi3 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 | $391K | Sell |
7,907
-215
| -3% | -$10.6K | 0.14% | 71 |
|
|
2025
Q1 | $368K | Buy |
8,122
+30
| +0.4% | +$1.36K | 0.15% | 65 |
|
|
2024
Q4 | $356K | Buy |
8,092
+392
| +5% | +$17.3K | 0.13% | 60 |
|
|
2024
Q3 | $368K | Sell |
7,700
-17
| -0.2% | -$813 | 0.15% | 53 |
|
|
2024
Q2 | $338K | Buy |
7,717
+56
| +0.7% | +$2.45K | 0.15% | 49 |
|
|
2024
Q1 | $334K | Sell |
7,661
-470
| -6% | -$20.5K | 0.15% | 49 |
|
|
2023
Q4 | $334K | Sell |
8,131
-1,465
| -15% | -$60.2K | 0.16% | 51 |
|
|
2023
Q3 | $376K | Sell |
9,596
-7,013
| -42% | -$275K | 0.2% | 45 |
|
|
2023
Q2 | $676K | Sell |
16,609
-4,653
| -22% | -$189K | 0.35% | 31 |
|
|
2023
Q1 | $859K | Buy |
21,262
+1,320
| +7% | +$53.3K | 0.46% | 25 |
|
|
2022
Q4 | $777K | Sell |
19,942
-14,074
| -41% | -$549K | 0.44% | 28 |
|
|
2022
Q3 | $1.24M | Sell |
34,016
-27,675
| -45% | -$1.01M | 1.13% | 14 |
|
|
2022
Q2 | $2.48M | Buy |
61,691
+53,987
| +701% | +$2.17M | 2.05% | 10 |
|
|
2022
Q1 | $355K | Buy |
7,704
+187
| +2% | +$8.62K | 0.28% | 32 |
|
|
2021
Q4 | $372K | Buy |
7,517
+842
| +13% | +$41.7K | 0.24% | 30 |
|
|
2021
Q3 | $334K | Buy |
6,675
+54
| +0.8% | +$2.7K | 0.22% | 30 |
|
|
2021
Q2 | $342K | Buy |
6,621
+288
| +5% | +$14.9K | 0.23% | 33 |
|
|
2021
Q1 | $330K | Buy |
+6,333
| New | +$330K | 0.28% | 32 |
|