Guardian Wealth Advisors (Minnesota)’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 | $6.68M | Buy |
135,099
+6,145
| +5% | +$304K | 3.96% | 8 |
|
2025
Q1 | $5.84M | Buy |
128,954
+7,769
| +6% | +$352K | 3.74% | 10 |
|
2024
Q4 | $5.34M | Buy |
121,185
+8,095
| +7% | +$357K | 3.42% | 8 |
|
2024
Q3 | $5.41M | Sell |
113,090
-2,542
| -2% | -$122K | 3.34% | 8 |
|
2024
Q2 | $5.06M | Sell |
115,632
-784
| -0.7% | -$34.3K | 3.29% | 8 |
|
2024
Q1 | $4.86M | Buy |
116,416
+2,899
| +3% | +$121K | 3.16% | 8 |
|
2023
Q4 | $4.67M | Sell |
113,517
-1,184
| -1% | -$48.7K | 3.25% | 8 |
|
2023
Q3 | $4.5M | Sell |
114,701
-988
| -0.9% | -$38.7K | 3.45% | 8 |
|
2023
Q2 | $4.71M | Buy |
115,689
+5,575
| +5% | +$227K | 3.46% | 8 |
|
2023
Q1 | $4.45M | Buy |
110,114
+12,940
| +13% | +$523K | 3.49% | 9 |
|
2022
Q4 | $3.79M | Buy |
97,174
+8,427
| +9% | +$328K | 3.36% | 10 |
|
2022
Q3 | $3.24M | Buy |
88,747
+3,924
| +5% | +$143K | 3.15% | 13 |
|
2022
Q2 | $3.53M | Buy |
84,823
+3,360
| +4% | +$140K | 3.25% | 11 |
|
2022
Q1 | $3.76M | Buy |
81,463
+3,096
| +4% | +$143K | 3.09% | 12 |
|
2021
Q4 | $3.88M | Buy |
78,367
+4,062
| +5% | +$201K | 3.11% | 12 |
|
2021
Q3 | $3.72M | Buy |
74,305
+1,131
| +2% | +$56.6K | 3.3% | 11 |
|
2021
Q2 | $3.97M | Sell |
73,174
-170
| -0.2% | -$9.23K | 3.44% | 11 |
|
2021
Q1 | $3.82M | Sell |
73,344
-179
| -0.2% | -$9.32K | 3.54% | 11 |
|
2020
Q4 | $3.68M | Buy |
+73,523
| New | +$3.68M | 3.65% | 10 |
|