LIA
LBMC Investment Advisors’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 | $6.98M | Buy |
141,046
+3,162
| +2% | +$156K | 0.5% | 33 |
|
|
2025
Q1 | $6.24M | Sell |
137,884
-2,820
| -2% | -$128K | 0.49% | 31 |
|
|
2024
Q4 | $6.2M | Sell |
140,704
-15,917
| -10% | -$701K | 0.49% | 33 |
|
|
2024
Q3 | $7.49M | Sell |
156,621
-12,245
| -7% | -$586K | 0.59% | 25 |
|
|
2024
Q2 | $7.39M | Sell |
168,866
-17,812
| -10% | -$779K | 0.64% | 21 |
|
|
2024
Q1 | $7.8M | Sell |
186,678
-1,798
| -1% | -$75.1K | 0.68% | 21 |
|
|
2023
Q4 | $7.75M | Sell |
188,476
-6,763
| -3% | -$278K | 0.74% | 22 |
|
|
2023
Q3 | $7.53M | Sell |
195,239
-17,724
| -8% | -$684K | 0.8% | 21 |
|
|
2023
Q2 | $8.66M | Sell |
212,963
-2,067
| -1% | -$84.1K | 0.85% | 21 |
|
|
2023
Q1 | $8.69M | Sell |
215,030
-4,769
| -2% | -$193K | 0.88% | 20 |
|
|
2022
Q4 | $8.57M | Buy |
219,799
+99,761
| +83% | +$3.89M | 0.9% | 17 |
|
|
2022
Q3 | $4.38M | Buy |
120,038
+6,327
| +6% | +$231K | 0.5% | 25 |
|
|
2022
Q2 | $4.74M | Sell |
113,711
-11,465
| -9% | -$478K | 0.51% | 24 |
|
|
2022
Q1 | $5.77M | Sell |
125,176
-2,831
| -2% | -$131K | 0.51% | 25 |
|
|
2021
Q4 | $6.33M | Buy |
128,007
+113,531
| +784% | +$5.62M | 0.55% | 25 |
|
|
2021
Q3 | $6.26K | Sell |
14,476
-110,869
| -88% | -$47.9K | 0.59% | 25 |
|
|
2021
Q2 | $6.81M | Buy |
125,345
+1,023
| +0.8% | +$55.6K | 0.65% | 22 |
|
|
2021
Q1 | $6.47M | Buy |
124,322
+197
| +0.2% | +$10.3K | 0.68% | 20 |
|
|
2020
Q4 | $6.22M | Buy |
124,125
+1,306
| +1% | +$65.4K | 0.73% | 20 |
|
|
2020
Q3 | $5.31M | Buy |
122,819
+813
| +0.7% | +$35.2K | 0.74% | 20 |
|
|
2020
Q2 | $4.83M | Sell |
122,006
-9,662
| -7% | -$383K | 0.76% | 17 |
|
|
2020
Q1 | $4.42M | Sell |
131,668
-8,268
| -6% | -$277K | 0.82% | 15 |
|
|
2019
Q4 | $6.22M | Buy |
139,936
+39,950
| +40% | +$1.78M | 0.88% | 14 |
|
|
2019
Q3 | $4.03M | Sell |
99,986
-359
| -0.4% | -$14.5K | 0.61% | 18 |
|
|
2019
Q2 | $4.27M | Buy |
100,345
+464
| +0.5% | +$19.7K | 0.65% | 18 |
|
|
2019
Q1 | $4.25M | Sell |
99,881
-1,756
| -2% | -$74.6K | 0.67% | 17 |
|
|
2018
Q4 | $3.87M | Buy |
101,637
+1,127
| +1% | +$42.9K | 0.71% | 18 |
|
|
2018
Q3 | $4.12M | Sell |
100,510
-1,812
| -2% | -$74.3K | 0.66% | 16 |
|
|
2018
Q2 | $4.32M | Buy |
102,322
+1,185
| +1% | +$50K | 0.71% | 17 |
|
|
2018
Q1 | $4.75M | Sell |
101,137
-7,164
| -7% | -$337K | 0.82% | 14 |
|
|
2017
Q4 | $4.97M | Sell |
108,301
-82,018
| -43% | -$3.77M | 0.81% | 16 |
|
|
2017
Q3 | $8.29M | Buy |
190,319
+9,744
| +5% | +$425K | 1.43% | 11 |
|
|
2017
Q2 | $7.37M | Buy |
180,575
+8,883
| +5% | +$363K | 1.3% | 12 |
|
|
2017
Q1 | $6.82M | Buy |
171,692
+8,239
| +5% | +$327K | 1.22% | 13 |
|
|
2016
Q4 | $5.85M | Sell |
163,453
-15,348
| -9% | -$549K | 1.1% | 14 |
|
|
2016
Q3 | $6.73M | Buy |
178,801
+1,630
| +0.9% | +$61.3K | 1.29% | 11 |
|
|
2016
Q2 | $6.24M | Sell |
177,171
-13,523
| -7% | -$476K | 1.25% | 12 |
|
|
2016
Q1 | $6.59M | Sell |
190,694
-359
| -0.2% | -$12.4K | 1.36% | 12 |
|
|
2015
Q4 | $6.25M | Buy |
191,053
+163,152
| +585% | +$5.34M | 1.35% | 12 |
|
|
2015
Q3 | $923K | Sell |
27,901
-363
| -1% | -$12K | 0.21% | 25 |
|
|
2015
Q2 | $1.16M | Buy |
28,264
+1,008
| +4% | +$41.2K | 0.25% | 24 |
|
|
2015
Q1 | $1.11M | Sell |
27,256
-1,140
| -4% | -$46.6K | 0.25% | 23 |
|
|
2014
Q4 | $1.14M | Sell |
28,396
-7,092
| -20% | -$284K | 0.26% | 24 |
|
|
2014
Q3 | $1.48M | Buy |
35,488
+2,054
| +6% | +$85.7K | 0.36% | 19 |
|
|
2014
Q2 | $1.44M | Sell |
33,434
-122,934
| -79% | -$5.3M | 0.39% | 20 |
|
|
2014
Q1 | $6.35M | Sell |
156,368
-1,954
| -1% | -$79.3K | 1.6% | 12 |
|
|
2013
Q4 | $6.51M | Buy |
158,322
+4,618
| +3% | +$190K | 1.71% | 12 |
|
|
2013
Q3 | $6.17M | Sell |
153,704
-31,908
| -17% | -$1.28M | 1.82% | 13 |
|
|
2013
Q2 | $7.2M | Buy |
+185,612
| New | +$7.2M | 2.5% | 11 |
|