Forthright Family Wealth Advisory’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 | $327K | Sell |
6,618
-3,060
| -32% | -$151K | 0.21% | 44 |
|
2025
Q1 | $438K | Sell |
9,678
-2,222
| -19% | -$101K | 0.29% | 36 |
|
2024
Q4 | $524K | Buy |
11,900
+44
| +0.4% | +$1.94K | 0.34% | 36 |
|
2024
Q3 | $550K | Sell |
11,856
-522
| -4% | -$24.2K | 0.35% | 34 |
|
2024
Q2 | $542K | Buy |
12,378
+564
| +5% | +$24.7K | 0.35% | 42 |
|
2024
Q1 | $493K | Buy |
11,814
+1,732
| +17% | +$72.3K | 0.33% | 40 |
|
2023
Q4 | $414K | Buy |
+10,082
| New | +$414K | 0.32% | 38 |
|