Golden State Wealth Management’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 | $599K | Sell |
12,114
-220
| -2% | -$10.9K | 0.07% | 197 |
|
|
2025
Q1 | $558K | Buy |
12,334
+58
| +0.5% | +$2.63K | 0.08% | 189 |
|
|
2024
Q4 | $541K | Buy |
+12,276
| New | +$541K | 0.08% | 188 |
|
|
2022
Q1 | $788K | Buy |
17,082
+538
| +3% | +$24.8K | 0.15% | 131 |
|
|
2021
Q4 | $818K | Buy |
16,544
+330
| +2% | +$16.3K | 0.14% | 152 |
|
|
2021
Q3 | $811K | Buy |
16,214
+256
| +2% | +$12.8K | 0.18% | 112 |
|
|
2021
Q2 | $867K | Sell |
15,958
-800
| -5% | -$43.5K | 0.19% | 106 |
|
|
2021
Q1 | $872K | Buy |
16,758
+3,471
| +26% | +$181K | 0.29% | 64 |
|
|
2020
Q4 | $666K | Buy |
13,287
+615
| +5% | +$30.8K | 0.19% | 102 |
|
|
2020
Q3 | $548K | Buy |
12,672
+81
| +0.6% | +$3.5K | 0.18% | 93 |
|
|
2020
Q2 | $499K | Sell |
12,591
-3,426
| -21% | -$136K | 0.16% | 101 |
|
|
2020
Q1 | $537K | Buy |
+16,017
| New | +$537K | 0.24% | 69 |
|
|
2019
Q4 | – | Sell |
-13,558
| Closed | -$546K | – | 928 |
|
|
2019
Q3 | $546K | Sell |
13,558
-304
| -2% | -$12.2K | 0.18% | 103 |
|
|
2019
Q2 | $589K | Buy |
13,862
+951
| +7% | +$40.4K | 0.19% | 104 |
|
|
2019
Q1 | $549K | Buy |
+12,911
| New | +$549K | 0.18% | 109 |
|