Howard Financial Services’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 | – | Sell |
-7,730
| Closed | -$350K | – | 203 |
|
2025
Q1 | $350K | Buy |
7,730
+1
| +0% | +$45 | 0.05% | 130 |
|
2024
Q4 | $340K | Buy |
+7,729
| New | +$340K | 0.05% | 132 |
|
2023
Q1 | – | Sell |
-5,275
| Closed | -$206K | – | 152 |
|
2022
Q4 | $206K | Buy |
+5,275
| New | +$206K | 0.05% | 128 |
|
2022
Q3 | – | Sell |
-14,290
| Closed | -$595K | – | 135 |
|
2022
Q2 | $595K | Buy |
14,290
+580
| +4% | +$24.2K | 0.2% | 47 |
|
2022
Q1 | $632K | Buy |
13,710
+18
| +0.1% | +$830 | 0.19% | 47 |
|
2021
Q4 | $677K | Buy |
13,692
+14
| +0.1% | +$692 | 0.2% | 41 |
|
2021
Q3 | $684K | Buy |
13,678
+12
| +0.1% | +$600 | 0.26% | 41 |
|
2021
Q2 | $742K | Buy |
13,666
+3,846
| +39% | +$209K | 0.29% | 38 |
|
2021
Q1 | $511K | Buy |
+9,820
| New | +$511K | 0.23% | 48 |
|