IAA
Independent Advisor Alliance’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 | $1.49M | Buy |
30,204
+8,262
| +38% | +$409K | 0.04% | 335 |
|
|
2025
Q1 | $993K | Sell |
21,942
-263,621
| -92% | -$11.9M | 0.03% | 377 |
|
|
2024
Q4 | $12.6M | Buy |
285,563
+272,656
| +2,112% | +$12M | 0.17% | 137 |
|
|
2024
Q3 | $618K | Sell |
12,907
-22,524
| -64% | -$1.08M | 0.02% | 416 |
|
|
2024
Q2 | $1.55M | Sell |
35,431
-5,945
| -14% | -$260K | 0.05% | 256 |
|
|
2024
Q1 | $1.73M | Sell |
41,376
-39,520
| -49% | -$1.65M | 0.06% | 238 |
|
|
2023
Q4 | $3.25M | Buy |
80,896
+41,377
| +105% | +$1.66M | 0.12% | 149 |
|
|
2023
Q3 | $1.55M | Buy |
39,519
+29,642
| +300% | +$1.16M | 0.07% | 230 |
|
|
2023
Q2 | $402K | Buy |
9,877
+2,153
| +28% | +$87.6K | 0.02% | 469 |
|
|
2023
Q1 | $312K | Buy |
+7,724
| New | +$312K | 0.02% | 508 |
|
|
2022
Q3 | – | Sell |
-6,293
| Closed | -$262K | – | 656 |
|
|
2022
Q2 | $262K | Buy |
+6,293
| New | +$262K | 0.01% | 514 |
|
|
2020
Q1 | – | Sell |
-209,368
| Closed | -$9.31M | – | 851 |
|
|
2019
Q4 | $9.31M | Buy |
+209,368
| New | +$9.31M | 0.41% | 54 |
|
|
2019
Q2 | – | Sell |
-6,760
| Closed | -$287K | – | 470 |
|
|
2019
Q1 | $287K | Sell |
6,760
-1,328
| -16% | -$56.4K | 0.04% | 323 |
|
|
2018
Q4 | $333K | Buy |
+8,088
| New | +$333K | 0.06% | 272 |
|
|
2017
Q2 | – | Sell |
-43,972
| Closed | -$1.76M | – | 413 |
|
|
2017
Q1 | $1.76M | Buy |
+43,972
| New | +$1.76M | 0.28% | 103 |
|