Lutz Financial Services’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 | Sell |
80,047
-27
| -0% | -$1.34K | 0.31% | 49 |
|
|
2025
Q1 | $3.62M | Sell |
80,074
-383
| -0.5% | -$17.3K | 0.3% | 49 |
|
|
2024
Q4 | $3.54M | Buy |
80,457
+8,044
| +11% | +$354K | 0.29% | 49 |
|
|
2024
Q3 | $3.46M | Sell |
72,413
-204
| -0.3% | -$9.76K | 0.28% | 49 |
|
|
2024
Q2 | $3.18M | Buy |
72,617
+44
| +0.1% | +$1.93K | 0.28% | 49 |
|
|
2024
Q1 | $3.03M | Sell |
72,573
-182
| -0.3% | -$7.6K | 0.26% | 49 |
|
|
2023
Q4 | $2.99M | Sell |
72,755
-110
| -0.2% | -$4.52K | 0.28% | 48 |
|
|
2023
Q3 | $2.86M | Hold |
72,865
| – | – | 0.31% | 47 |
|
|
2023
Q2 | $2.96M | Sell |
72,865
-911
| -1% | -$37.1K | 0.32% | 48 |
|
|
2023
Q1 | $2.98M | Sell |
73,776
-646
| -0.9% | -$26.1K | 0.34% | 46 |
|
|
2022
Q4 | $2.9M | Sell |
74,422
-34,047
| -31% | -$1.33M | 0.36% | 45 |
|
|
2022
Q3 | $3.96M | Buy |
108,469
+283
| +0.3% | +$10.3K | 0.54% | 40 |
|
|
2022
Q2 | $4.51M | Buy |
108,186
+31,663
| +41% | +$1.32M | 0.6% | 38 |
|
|
2022
Q1 | $3.53M | Sell |
76,523
-2,083
| -3% | -$96.1K | 0.44% | 38 |
|
|
2021
Q4 | $3.89M | Sell |
78,606
-9,794
| -11% | -$484K | 0.48% | 36 |
|
|
2021
Q3 | $4.42M | Buy |
88,400
+11,582
| +15% | +$579K | 0.57% | 35 |
|
|
2021
Q2 | $4.17M | Sell |
76,818
-208
| -0.3% | -$11.3K | 0.56% | 35 |
|
|
2021
Q1 | $4.01M | Sell |
77,026
-1,935
| -2% | -$101K | 0.59% | 33 |
|
|
2020
Q4 | $3.96M | Sell |
78,961
-241
| -0.3% | -$12.1K | 0.65% | 32 |
|
|
2020
Q3 | $3.43M | Buy |
79,202
+59
| +0.1% | +$2.55K | 0.66% | 34 |
|
|
2020
Q2 | $3.14M | Sell |
79,143
-15,508
| -16% | -$614K | 0.64% | 34 |
|
|
2020
Q1 | $3.18M | Buy |
94,651
+15,722
| +20% | +$528K | 0.71% | 33 |
|
|
2019
Q4 | $3.51M | Buy |
78,929
+553
| +0.7% | +$24.6K | 0.62% | 32 |
|
|
2019
Q3 | $3.16M | Buy |
+78,376
| New | +$3.16M | 0.6% | 33 |
|
|
2018
Q4 | – | Sell |
-12,327
| Closed | -$505K | – | 67 |
|
|
2018
Q3 | $505K | Buy |
+12,327
| New | +$505K | 0.11% | 41 |
|