Kingswood 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 | $611K | Sell |
12,349
-1,345
| -10% | -$66.5K | 0.05% | 361 |
|
|
2025
Q1 | $620K | Buy |
13,694
+3,056
| +29% | +$138K | 0.06% | 343 |
|
|
2024
Q4 | $469K | Buy |
10,638
+1,527
| +17% | +$67.3K | 0.04% | 461 |
|
|
2024
Q3 | $436K | Buy |
9,111
+148
| +2% | +$7.08K | 0.03% | 491 |
|
|
2024
Q2 | $392K | Buy |
8,963
+84
| +0.9% | +$3.68K | 0.04% | 448 |
|
|
2024
Q1 | $371K | Buy |
8,879
+3,212
| +57% | +$134K | 0.04% | 421 |
|
|
2023
Q4 | $233K | Buy |
+5,667
| New | +$233K | 0.03% | 539 |
|