Financial Synergies Wealth 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 | $5.29M | Sell |
106,965
-2,125
| -2% | -$105K | 0.58% | 24 |
|
|
2025
Q1 | $4.94M | Buy |
109,090
+31
| +0% | +$1.4K | 0.6% | 24 |
|
|
2024
Q4 | $4.8M | Buy |
109,059
+4,137
| +4% | +$182K | 0.6% | 24 |
|
|
2024
Q3 | $5.02M | Buy |
104,922
+1,154
| +1% | +$55.2K | 0.62% | 23 |
|
|
2024
Q2 | $4.54M | Sell |
103,768
-912
| -0.9% | -$39.9K | 0.61% | 23 |
|
|
2024
Q1 | $4.37M | Buy |
104,680
+15,234
| +17% | +$636K | 0.57% | 24 |
|
|
2023
Q4 | $3.49M | Sell |
89,446
-8,074
| -8% | -$315K | 0.54% | 27 |
|
|
2023
Q3 | $3.82M | Buy |
97,520
+6,174
| +7% | +$242K | 0.55% | 25 |
|
|
2023
Q2 | $3.72M | Buy |
91,346
+560
| +0.6% | +$22.8K | 0.52% | 25 |
|
|
2023
Q1 | $3.67M | Buy |
90,786
+1,340
| +1% | +$54.1K | 0.54% | 25 |
|
|
2022
Q4 | $3.49M | Buy |
89,446
+54,602
| +157% | +$2.13M | 0.54% | 27 |
|
|
2022
Q3 | $1.27M | Sell |
34,844
-19,343
| -36% | -$706K | 0.22% | 34 |
|
|
2022
Q2 | $2.26M | Buy |
54,187
+42,775
| +375% | +$1.78M | 0.37% | 25 |
|
|
2022
Q1 | $526K | Sell |
11,412
-373
| -3% | -$17.2K | 0.08% | 46 |
|
|
2021
Q4 | $583K | Buy |
11,785
+1,389
| +13% | +$68.7K | 0.08% | 47 |
|
|
2021
Q3 | $520K | Buy |
10,396
+686
| +7% | +$34.3K | 0.07% | 44 |
|
|
2021
Q2 | $527K | Sell |
9,710
-368
| -4% | -$20K | 0.07% | 43 |
|
|
2021
Q1 | $525K | Buy |
10,078
+1,886
| +23% | +$98.2K | 0.08% | 41 |
|
|
2020
Q4 | $411K | Sell |
8,192
-1,832
| -18% | -$91.8K | 0.06% | 43 |
|
|
2020
Q3 | $433K | Buy |
10,024
+2,052
| +26% | +$88.7K | 0.11% | 45 |
|
|
2020
Q2 | $316K | Buy |
+7,972
| New | +$316K | 0.11% | 45 |
|