Lodestone Wealth Management’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 | $352K | Buy |
7,111
+1,632
| +30% | +$80.7K | 0.17% | 118 |
|
|
2025
Q1 | $248K | Hold |
5,479
| – | – | 0.13% | 136 |
|
|
2024
Q4 | $241K | Hold |
5,479
| – | – | 0.12% | 131 |
|
|
2024
Q3 | $262K | Sell |
5,479
-858
| -14% | -$41.1K | 0.13% | 123 |
|
|
2024
Q2 | $277K | Buy |
6,337
+174
| +3% | +$7.61K | 0.15% | 127 |
|
|
2024
Q1 | $257K | Sell |
6,163
-1,441
| -19% | -$60.2K | 0.14% | 133 |
|
|
2023
Q4 | $313K | Sell |
7,604
-11
| -0.1% | -$452 | 0.18% | 116 |
|
|
2023
Q3 | $299K | Sell |
7,615
-2,095
| -22% | -$82.1K | 0.21% | 103 |
|
|
2023
Q2 | $395K | Sell |
9,710
-3,648
| -27% | -$148K | 0.27% | 90 |
|
|
2023
Q1 | $540K | Sell |
13,358
-183
| -1% | -$7.39K | 0.42% | 67 |
|
|
2022
Q4 | $528K | Buy |
+13,541
| New | +$528K | 0.43% | 64 |
|