HCR 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
Q2 | $5.38M | Buy |
108,791
+186
| +0.2% | +$9.2K | 0.63% | 25 |
|
|
2025
Q1 | $4.92M | Sell |
108,605
-293
| -0.3% | -$13.3K | 0.64% | 25 |
|
|
2024
Q4 | $4.8M | Sell |
108,898
-4,559
| -4% | -$201K | 0.6% | 24 |
|
|
2024
Q3 | $5.43M | Sell |
113,457
-1,557
| -1% | -$74.5K | 0.71% | 18 |
|
|
2024
Q2 | $5.03M | Sell |
115,014
-1,345
| -1% | -$58.9K | 0.72% | 18 |
|
|
2024
Q1 | $4.86M | Sell |
116,359
-6,373
| -5% | -$266K | 0.74% | 20 |
|
|
2023
Q4 | $5.04M | Buy |
122,732
+22,703
| +23% | +$933K | 0.8% | 20 |
|
|
2023
Q3 | $3.92M | Sell |
100,029
-17,540
| -15% | -$688K | 0.86% | 19 |
|
|
2023
Q2 | $4.78M | Buy |
117,569
+2,456
| +2% | +$99.9K | 0.89% | 18 |
|
|
2023
Q1 | $4.65M | Buy |
115,113
+23,827
| +26% | +$963K | 0.92% | 17 |
|
|
2022
Q4 | $3.56M | Sell |
91,286
-11,330
| -11% | -$442K | 0.75% | 27 |
|
|
2022
Q3 | $3.74M | Sell |
102,616
-5,766
| -5% | -$210K | 0.8% | 23 |
|
|
2022
Q2 | $4.51M | Sell |
108,382
-7,563
| -7% | -$315K | 0.91% | 19 |
|
|
2022
Q1 | $5.35M | Sell |
115,945
-709
| -0.6% | -$32.7K | 0.87% | 18 |
|
|
2021
Q4 | $5.77M | Buy |
116,654
+175
| +0.2% | +$8.66K | 0.89% | 21 |
|
|
2021
Q3 | $5.83M | Buy |
116,479
+957
| +0.8% | +$47.9K | 0.97% | 18 |
|
|
2021
Q2 | $6.27M | Buy |
115,522
+4,427
| +4% | +$240K | 1.09% | 15 |
|
|
2021
Q1 | $5.78M | Buy |
+111,095
| New | +$5.78M | 1.14% | 14 |
|
|
2018
Q3 | – | Sell |
-7,576
| Closed | -$314K | – | 176 |
|
|
2018
Q2 | $314K | Sell |
7,576
-1,043
| -12% | -$43.2K | 0.1% | 136 |
|
|
2018
Q1 | $405K | Buy |
+8,619
| New | +$405K | 0.14% | 121 |
|