HHM 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 | $182K | Hold |
3,680
| – | – | 0.02% | 216 |
|
|
2025
Q1 | $167K | Buy |
3,680
+762
| +26% | +$34.5K | 0.02% | 209 |
|
|
2024
Q4 | $129K | Hold |
2,918
| – | – | 0.02% | 234 |
|
|
2024
Q3 | $140K | Hold |
2,918
| – | – | 0.02% | 218 |
|
|
2024
Q2 | $128K | Sell |
2,918
-275
| -9% | -$12K | 0.02% | 220 |
|
|
2024
Q1 | $133K | Sell |
3,193
-68
| -2% | -$2.84K | 0.02% | 187 |
|
|
2023
Q4 | $134K | Buy |
3,261
+573
| +21% | +$23.6K | 0.02% | 181 |
|
|
2023
Q3 | $105K | Sell |
2,688
-552
| -17% | -$21.6K | 0.02% | 195 |
|
|
2023
Q2 | $132K | Sell |
3,240
-252
| -7% | -$10.3K | 0.02% | 174 |
|
|
2023
Q1 | $141K | Buy |
3,492
+221
| +7% | +$8.93K | 0.03% | 165 |
|
|
2022
Q4 | $128K | Buy |
3,271
+583
| +22% | +$22.7K | 0.03% | 158 |
|
|
2022
Q3 | $98K | Sell |
2,688
-710
| -21% | -$25.9K | 0.03% | 166 |
|
|
2022
Q2 | $142K | Hold |
3,398
| – | – | 0.04% | 158 |
|
|
2022
Q1 | $157K | Sell |
3,398
-58
| -2% | -$2.68K | 0.04% | 163 |
|
|
2021
Q4 | $171K | Hold |
3,456
| – | – | 0.04% | 155 |
|
|
2021
Q3 | $173K | Buy |
3,456
+58
| +2% | +$2.9K | 0.05% | 141 |
|
|
2021
Q2 | $185K | Hold |
3,398
| – | – | 0.05% | 142 |
|
|
2021
Q1 | $177K | Buy |
3,398
+716
| +27% | +$37.3K | 0.05% | 126 |
|
|
2020
Q4 | $134K | Buy |
2,682
+2,000
| +293% | +$99.9K | 0.05% | 140 |
|
|
2020
Q3 | $29K | Hold |
682
| – | – | 0.01% | 281 |
|
|
2020
Q2 | $27K | Buy |
682
+177
| +35% | +$7.01K | 0.01% | 283 |
|
|
2020
Q1 | $17K | Buy |
+505
| New | +$17K | 0.01% | 315 |
|