Great Point 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
Q1 | $2.26M | Sell |
49,991
-1,355
| -3% | -$61.3K | 0.49% | 31 |
|
|
2024
Q4 | $2.26M | Sell |
51,346
-1,174
| -2% | -$51.7K | 0.49% | 32 |
|
|
2024
Q3 | $2.51M | Sell |
52,520
-1,546
| -3% | -$74K | 0.54% | 31 |
|
|
2024
Q2 | $2.37M | Sell |
54,066
-9,945
| -16% | -$435K | 0.54% | 32 |
|
|
2024
Q1 | $2.67M | Sell |
64,011
-56,160
| -47% | -$2.35M | 0.62% | 28 |
|
|
2023
Q4 | $4.94M | Sell |
120,171
-10,624
| -8% | -$437K | 1.28% | 23 |
|
|
2023
Q3 | $5.13M | Sell |
130,795
-601
| -0.5% | -$23.6K | 1.54% | 21 |
|
|
2023
Q2 | $5.35M | Sell |
131,396
-2,642
| -2% | -$107K | 1.61% | 21 |
|
|
2023
Q1 | $5.42M | Buy |
134,038
+2,434
| +2% | +$98.3K | 1.72% | 22 |
|
|
2022
Q4 | $5.13M | Sell |
131,604
-14,808
| -10% | -$577K | 1.72% | 22 |
|
|
2022
Q3 | $5.34M | Sell |
146,412
-6,019
| -4% | -$220K | 1.99% | 18 |
|
|
2022
Q2 | $6.35M | Sell |
152,431
-8,314
| -5% | -$346K | 2.25% | 16 |
|
|
2022
Q1 | $7.42M | Sell |
160,745
-5,542
| -3% | -$256K | 2.31% | 15 |
|
|
2021
Q4 | $8.23M | Sell |
166,287
-1,012
| -0.6% | -$50.1K | 2.52% | 13 |
|
|
2021
Q3 | $8.37M | Sell |
167,299
-468
| -0.3% | -$23.4K | 2.88% | 11 |
|
|
2021
Q2 | $9.11M | Sell |
167,767
-2,716
| -2% | -$147K | 3.18% | 11 |
|
|
2021
Q1 | $8.87M | Sell |
170,483
-20,443
| -11% | -$1.06M | 3.39% | 12 |
|
|
2020
Q4 | $9.57M | Buy |
190,926
+2,126
| +1% | +$107K | 4.11% | 10 |
|
|
2020
Q3 | $7.48M | Hold |
188,800
| – | – | 3.86% | 9 |
|
|
2020
Q2 | $7.48M | Buy |
188,800
+2,242
| +1% | +$88.8K | 3.86% | 9 |
|
|
2020
Q1 | $6.26M | Buy |
186,558
+25,547
| +16% | +$857K | 5.23% | 7 |
|
|
2019
Q4 | $7.16M | Sell |
161,011
-490
| -0.3% | -$21.8K | 4.43% | 7 |
|
|
2019
Q3 | $6.5M | Sell |
161,501
-6,613
| -4% | -$266K | 4.43% | 6 |
|
|
2019
Q2 | $7.15M | Sell |
168,114
-2,701
| -2% | -$115K | 5.77% | 5 |
|
|
2019
Q1 | $7.26M | Sell |
170,815
-10,059
| -6% | -$427K | 6.16% | 5 |
|
|
2018
Q4 | $6.89M | Buy |
+180,874
| New | +$6.89M | 6.52% | 6 |
|