GM
GeoWealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Buy |
5,453
+1,938
| +55% | +$95.9K | 0.01% | 572 |
|
|
2025
Q1 | $159K | Buy |
3,515
+505
| +17% | +$22.9K | 0.01% | 708 |
|
|
2024
Q4 | $133K | Buy |
3,010
+1,551
| +106% | +$68.3K | ﹤0.01% | 893 |
|
|
2024
Q3 | $69.8K | Buy |
1,459
+82
| +6% | +$3.92K | ﹤0.01% | 978 |
|
|
2024
Q2 | $60.3K | Buy |
1,377
+15
| +1% | +$656 | ﹤0.01% | 805 |
|
|
2024
Q1 | $56.9K | Sell |
1,362
-225
| -14% | -$9.4K | ﹤0.01% | 801 |
|
|
2023
Q4 | $66K | Sell |
1,587
-440
| -22% | -$18.3K | 0.01% | 613 |
|
|
2023
Q3 | $79K | Hold |
2,027
| – | – | 0.01% | 358 |
|
|
2023
Q2 | $82K | Hold |
2,027
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $82K | Hold |
2,027
| – | – | 0.01% | 256 |
|
|
2022
Q4 | $79K | Buy |
+2,027
| New | +$79K | 0.01% | 281 |
|
|
2020
Q4 | – | Sell |
-58,534
| Closed | -$2.54M | – | 227 |
|
|
2020
Q3 | $2.54M | Buy |
+58,534
| New | +$2.54M | 0.77% | 45 |
|
|
2019
Q4 | – | Sell |
-149,490
| Closed | -$6.02M | – | 227 |
|
|
2019
Q3 | $6.02M | Buy |
+149,490
| New | +$6.02M | 1.35% | 16 |
|