Geometric 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 | $312K | Sell |
6,306
-8,201
| -57% | -$406K | 0.05% | 65 |
|
2025
Q1 | $657K | Buy |
14,507
+6,123
| +73% | +$277K | 0.11% | 32 |
|
2024
Q4 | $369K | Buy |
8,384
+3,652
| +77% | +$161K | 0.07% | 54 |
|
2024
Q3 | $226K | Hold |
4,732
| – | – | 0.04% | 63 |
|
2024
Q2 | $207K | Buy |
+4,732
| New | +$207K | 0.04% | 58 |
|
2022
Q2 | – | Sell |
-7,502
| Closed | -$346K | – | 39 |
|
2022
Q1 | $346K | Buy |
+7,502
| New | +$346K | 1.04% | 20 |
|