Financial Perspectives’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 | $405K | Buy |
8,181
+934
| +13% | +$46.2K | 0.12% | 104 |
|
2025
Q1 | $328K | Buy |
7,247
+91
| +1% | +$4.12K | 0.11% | 104 |
|
2024
Q4 | $315K | Sell |
7,156
-807
| -10% | -$35.5K | 0.11% | 108 |
|
2024
Q3 | $381K | Buy |
7,963
+1
| +0% | +$48 | 0.13% | 95 |
|
2024
Q2 | $348K | Sell |
7,962
-528
| -6% | -$23.1K | 0.13% | 96 |
|
2024
Q1 | $355K | Sell |
8,490
-120
| -1% | -$5.01K | 0.13% | 94 |
|
2023
Q4 | $354K | Buy |
8,610
+727
| +9% | +$29.9K | 0.14% | 88 |
|
2023
Q3 | $309K | Hold |
7,883
| – | – | 0.14% | 86 |
|
2023
Q2 | $321K | Buy |
7,883
+1,035
| +15% | +$42.1K | 0.14% | 89 |
|
2023
Q1 | $277K | Hold |
6,848
| – | – | 0.13% | 98 |
|
2022
Q4 | $267K | Buy |
6,848
+4
| +0.1% | +$156 | 0.14% | 96 |
|
2022
Q3 | $250K | Buy |
6,844
+186
| +3% | +$6.79K | 0.14% | 97 |
|
2022
Q2 | $277K | Hold |
6,658
| – | – | 0.16% | 89 |
|
2022
Q1 | $307K | Buy |
6,658
+1
| +0% | +$46 | 0.14% | 93 |
|
2021
Q4 | $329K | Buy |
6,657
+1
| +0% | +$49 | 0.16% | 87 |
|
2021
Q3 | $333K | Buy |
6,656
+1
| +0% | +$50 | 0.17% | 85 |
|
2021
Q2 | $361K | Sell |
6,655
-334,897
| -98% | -$18.2M | 0.18% | 86 |
|
2021
Q1 | $6.56M | Buy |
341,552
+334,990
| +5,105% | +$6.44M | 0.33% | 52 |
|
2020
Q4 | $329K | Hold |
6,562
| – | – | 0.19% | 81 |
|
2020
Q3 | $284K | Buy |
6,562
+1,132
| +21% | +$48.9K | 0.19% | 75 |
|
2020
Q2 | $215K | Buy |
5,430
+760
| +16% | +$30.1K | 0.15% | 78 |
|
2020
Q1 | $157K | Hold |
4,670
| – | – | 0.13% | 86 |
|
2019
Q4 | $208K | Buy |
+4,670
| New | +$208K | 0.14% | 82 |
|