HB 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 | $4.28M | Sell |
86,621
-2,139
| -2% | -$106K | 0.03% | 242 |
|
|
2025
Q1 | $4.02M | Buy |
88,760
+16,894
| +24% | +$765K | 0.03% | 258 |
|
|
2024
Q4 | $3.17M | Buy |
71,866
+18,121
| +34% | +$798K | 0.03% | 215 |
|
|
2024
Q3 | $2.57M | Buy |
53,745
+364
| +0.7% | +$17.4K | 0.03% | 236 |
|
|
2024
Q2 | $2.34M | Sell |
53,381
-1,493
| -3% | -$65.3K | 0.03% | 241 |
|
|
2024
Q1 | $2.29M | Sell |
54,874
-4,520
| -8% | -$189K | 0.03% | 222 |
|
|
2023
Q4 | $2.44M | Sell |
59,394
-4,076
| -6% | -$168K | 0.04% | 198 |
|
|
2023
Q3 | $2.49M | Sell |
63,470
-6,736
| -10% | -$264K | 0.04% | 180 |
|
|
2023
Q2 | $2.86M | Buy |
70,206
+500
| +0.7% | +$20.3K | 0.05% | 167 |
|
|
2023
Q1 | $2.82M | Sell |
69,706
-6,659
| -9% | -$269K | 0.05% | 161 |
|
|
2022
Q4 | $2.98M | Sell |
76,365
-27,834
| -27% | -$1.08M | 0.05% | 158 |
|
|
2022
Q3 | $3.8M | Sell |
104,199
-18,386
| -15% | -$671K | 0.08% | 117 |
|
|
2022
Q2 | $5.11M | Sell |
122,585
-11,423
| -9% | -$476K | 0.1% | 96 |
|
|
2022
Q1 | $6.18M | Buy |
134,008
+83,674
| +166% | +$3.86M | 0.11% | 92 |
|
|
2021
Q4 | $2.49M | Buy |
+50,334
| New | +$2.49M | 0.05% | 143 |
|