Gradient Capital 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 | $879K | Buy |
17,770
+845
| +5% | +$41.8K | 0.26% | 68 |
|
|
2025
Q1 | $766K | Sell |
16,925
-588
| -3% | -$26.6K | 0.25% | 76 |
|
|
2024
Q4 | $771K | Sell |
17,513
-2,034
| -10% | -$89.6K | 0.25% | 74 |
|
|
2024
Q3 | $935K | Sell |
19,547
-98
| -0.5% | -$4.69K | 0.31% | 64 |
|
|
2024
Q2 | $860K | Sell |
19,645
-402
| -2% | -$17.6K | 0.31% | 67 |
|
|
2024
Q1 | $837K | Sell |
20,047
-1,883
| -9% | -$78.7K | 0.31% | 69 |
|
|
2023
Q4 | $901K | Sell |
21,930
-56
| -0.3% | -$2.3K | 0.34% | 66 |
|
|
2023
Q3 | $862K | Sell |
21,986
-1,076
| -5% | -$42.2K | 0.36% | 61 |
|
|
2023
Q2 | $938K | Sell |
23,062
-360
| -2% | -$14.6K | 0.38% | 61 |
|
|
2023
Q1 | $946K | Sell |
23,422
-315
| -1% | -$12.7K | 0.4% | 54 |
|
|
2022
Q4 | $925K | Sell |
23,737
-2,159
| -8% | -$84.2K | 0.42% | 55 |
|
|
2022
Q3 | $945K | Sell |
25,896
-2,064
| -7% | -$75.3K | 0.45% | 54 |
|
|
2022
Q2 | $1.17M | Buy |
27,960
+317
| +1% | +$13.2K | 0.56% | 48 |
|
|
2022
Q1 | $1.28M | Buy |
27,643
+3,186
| +13% | +$147K | 0.54% | 47 |
|
|
2021
Q4 | $1.21M | Buy |
24,457
+506
| +2% | +$25K | 0.5% | 48 |
|
|
2021
Q3 | $1.2M | Sell |
23,951
-83
| -0.3% | -$4.15K | 0.55% | 43 |
|
|
2021
Q2 | $1.31M | Sell |
24,034
-443
| -2% | -$24.1K | 0.61% | 36 |
|
|
2021
Q1 | $1.27M | Sell |
24,477
-1,545
| -6% | -$80.4K | 0.67% | 34 |
|
|
2020
Q4 | $1.3M | Sell |
26,022
-654
| -2% | -$32.8K | 0.74% | 31 |
|
|
2020
Q3 | $1.15M | Sell |
26,676
-958
| -3% | -$41.4K | 0.72% | 36 |
|
|
2020
Q2 | $1.1M | Buy |
27,634
+4,577
| +20% | +$181K | 0.74% | 36 |
|
|
2020
Q1 | $774K | Sell |
23,057
-1,529
| -6% | -$51.3K | 0.62% | 39 |
|
|
2019
Q4 | $1.09M | Buy |
24,586
+1,042
| +4% | +$46.3K | 0.76% | 34 |
|
|
2019
Q3 | $948K | Sell |
23,544
-358
| -1% | -$14.4K | 0.71% | 36 |
|
|
2019
Q2 | $1.02M | Sell |
23,902
-345
| -1% | -$14.7K | 0.78% | 32 |
|
|
2019
Q1 | $1.03M | Buy |
24,247
+2,898
| +14% | +$123K | 0.82% | 31 |
|
|
2018
Q4 | $813K | Buy |
21,349
+7,385
| +53% | +$281K | 0.7% | 33 |
|
|
2018
Q3 | $573K | Buy |
13,964
+7,799
| +127% | +$320K | 0.48% | 47 |
|
|
2018
Q2 | $260K | Buy |
+6,165
| New | +$260K | 0.24% | 72 |
|