HWA
Heartwood Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.89M | Buy |
78,646
+7,395
| +10% | +$366K | 0.41% | 40 |
|
|
2025
Q1 | $3.22M | Sell |
71,251
-2,256
| -3% | -$102K | 0.37% | 38 |
|
|
2024
Q4 | $3.24M | Buy |
73,507
+32
| +0% | +$1.41K | 0.36% | 36 |
|
|
2024
Q3 | $3.52M | Buy |
73,475
+2,343
| +3% | +$112K | 0.39% | 35 |
|
|
2024
Q2 | $3.11M | Buy |
71,132
+66
| +0.1% | +$2.89K | 0.37% | 36 |
|
|
2024
Q1 | $2.97M | Sell |
71,066
-3,923
| -5% | -$164K | 0.37% | 35 |
|
|
2023
Q4 | $3.08M | Buy |
74,989
+277
| +0.4% | +$11.4K | 0.41% | 33 |
|
|
2023
Q3 | $2.93M | Buy |
74,712
+590
| +0.8% | +$23.1K | 0.43% | 35 |
|
|
2023
Q2 | $3.02M | Buy |
74,122
+313
| +0.4% | +$12.7K | 0.43% | 35 |
|
|
2023
Q1 | $2.98M | Buy |
73,809
+1,267
| +2% | +$51.2K | 0.44% | 34 |
|
|
2022
Q4 | $2.83M | Buy |
72,542
+45,533
| +169% | +$1.77M | 0.44% | 34 |
|
|
2022
Q3 | $986K | Sell |
27,009
-8,485
| -24% | -$310K | 0.17% | 44 |
|
|
2022
Q2 | $1.48M | Buy |
35,494
+5,509
| +18% | +$229K | 0.24% | 36 |
|
|
2022
Q1 | $1.38M | Sell |
29,985
-5,984
| -17% | -$276K | 0.21% | 41 |
|
|
2021
Q4 | $1.78M | Buy |
35,969
+3,216
| +10% | +$159K | 0.27% | 35 |
|
|
2021
Q3 | $1.64M | Sell |
32,753
-69
| -0.2% | -$3.45K | 0.26% | 36 |
|
|
2021
Q2 | $1.78M | Hold |
32,822
| – | – | 0.27% | 37 |
|
|
2021
Q1 | $1.71M | Sell |
32,822
-6,732
| -17% | -$350K | 0.27% | 34 |
|
|
2020
Q4 | $1.98M | Buy |
39,554
+151
| +0.4% | +$7.57K | 0.32% | 35 |
|
|
2020
Q3 | $1.7M | Buy |
39,403
+64
| +0.2% | +$2.77K | 0.33% | 33 |
|
|
2020
Q2 | $1.56M | Sell |
39,339
-19,178
| -33% | -$760K | 0.31% | 31 |
|
|
2020
Q1 | $1.96M | Sell |
58,517
-920,138
| -94% | -$30.9M | 0.47% | 29 |
|
|
2019
Q4 | $43.5M | Buy |
+978,655
| New | +$43.5M | 8.32% | 3 |
|