Heritage 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 | $68.3K | Hold |
1,380
| – | – | ﹤0.01% | 279 |
|
|
2025
Q1 | $62.5K | Hold |
1,380
| – | – | ﹤0.01% | 283 |
|
|
2024
Q4 | $60.8K | Hold |
1,380
| – | – | ﹤0.01% | 295 |
|
|
2024
Q3 | $66K | Hold |
1,380
| – | – | ﹤0.01% | 305 |
|
|
2024
Q2 | $60.4K | Hold |
1,380
| – | – | ﹤0.01% | 296 |
|
|
2024
Q1 | $57.6K | Hold |
1,380
| – | – | ﹤0.01% | 313 |
|
|
2023
Q4 | $56.7K | Hold |
1,380
| – | – | ﹤0.01% | 325 |
|
|
2023
Q3 | $54.1K | Hold |
1,380
| – | – | ﹤0.01% | 292 |
|
|
2023
Q2 | $56.1K | Hold |
1,380
| – | – | ﹤0.01% | 310 |
|
|
2023
Q1 | $55.8K | Buy |
1,380
+290
| +27% | +$11.7K | ﹤0.01% | 308 |
|
|
2022
Q4 | $42.5K | Buy |
1,090
+180
| +20% | +$7.02K | ﹤0.01% | 343 |
|
|
2022
Q3 | $33.2K | Hold |
910
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $38K | Hold |
910
| – | – | ﹤0.01% | 350 |
|
|
2022
Q1 | $42K | Sell |
910
-400
| -31% | -$18.5K | ﹤0.01% | 332 |
|
|
2021
Q4 | $65K | Hold |
1,310
| – | – | ﹤0.01% | 303 |
|
|
2021
Q3 | $65.5K | Hold |
1,310
| – | – | ﹤0.01% | 295 |
|
|
2021
Q2 | $71.1K | Hold |
1,310
| – | – | ﹤0.01% | 290 |
|
|
2021
Q1 | $68.2K | Buy |
1,310
+400
| +44% | +$20.8K | ﹤0.01% | 302 |
|
|
2020
Q4 | $46K | Hold |
910
| – | – | ﹤0.01% | 333 |
|
|
2020
Q3 | $39.3K | Hold |
910
| – | – | 0.01% | 290 |
|
|
2020
Q2 | $36K | Buy |
+910
| New | +$36K | 0.01% | 279 |
|