Level Financial 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 | $3.96M | Buy |
80,049
+9,855
| +14% | +$487K | 1.23% | 22 |
|
|
2025
Q1 | $3.18M | Buy |
70,194
+8,040
| +13% | +$364K | 1.08% | 23 |
|
|
2024
Q4 | $2.74M | Buy |
62,154
+13,135
| +27% | +$578K | 1% | 24 |
|
|
2024
Q3 | $2.35M | Buy |
49,019
+4,201
| +9% | +$201K | 0.9% | 26 |
|
|
2024
Q2 | $1.96M | Buy |
44,818
+4,941
| +12% | +$216K | 0.85% | 26 |
|
|
2024
Q1 | $1.67M | Sell |
39,877
-1,625
| -4% | -$67.9K | 0.76% | 27 |
|
|
2023
Q4 | $1.71M | Sell |
41,502
-2,215
| -5% | -$91K | 0.84% | 23 |
|
|
2023
Q3 | $1.71M | Sell |
43,717
-77
| -0.2% | -$3.02K | 0.96% | 22 |
|
|
2023
Q2 | $1.78M | Sell |
43,794
-3,237
| -7% | -$132K | 0.99% | 21 |
|
|
2023
Q1 | $1.9M | Sell |
47,031
-1,165
| -2% | -$47.1K | 1.14% | 19 |
|
|
2022
Q4 | $1.88M | Sell |
48,196
-2,478
| -5% | -$96.6K | 1.23% | 17 |
|
|
2022
Q3 | $1.85M | Sell |
50,674
-9,613
| -16% | -$351K | 1.37% | 18 |
|
|
2022
Q2 | $2.51M | Sell |
60,287
-975
| -2% | -$40.6K | 1.85% | 12 |
|
|
2022
Q1 | $2.83M | Sell |
61,262
-409
| -0.7% | -$18.9K | 2.18% | 10 |
|
|
2021
Q4 | $3.05M | Buy |
+61,671
| New | +$3.05M | 2.33% | 9 |
|