Marshall Financial Group (Pennsylvania)’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 | $672K | Sell |
13,592
-890
| -6% | -$44K | 0.2% | 33 |
|
|
2025
Q1 | $655K | Sell |
14,482
-738
| -5% | -$33.4K | 0.21% | 33 |
|
|
2024
Q4 | $670K | Sell |
15,220
-452
| -3% | -$19.9K | 0.2% | 35 |
|
|
2024
Q3 | $750K | Buy |
15,672
+112
| +0.7% | +$5.36K | 0.23% | 35 |
|
|
2024
Q2 | $681K | Buy |
15,560
+68
| +0.4% | +$2.98K | 0.22% | 35 |
|
|
2024
Q1 | $647K | Sell |
15,492
-411
| -3% | -$17.2K | 0.21% | 35 |
|
|
2023
Q4 | $654K | Sell |
15,903
-4,784
| -23% | -$197K | 0.23% | 34 |
|
|
2023
Q3 | $811K | Sell |
20,687
-5,082
| -20% | -$199K | 0.33% | 29 |
|
|
2023
Q2 | $1.05M | Buy |
25,769
+99
| +0.4% | +$4.03K | 0.4% | 27 |
|
|
2023
Q1 | $1.04M | Sell |
25,670
-115
| -0.4% | -$4.65K | 0.42% | 28 |
|
|
2022
Q4 | $1.01M | Sell |
25,785
-3,729
| -13% | -$145K | 0.43% | 27 |
|
|
2022
Q3 | $1.08M | Sell |
29,514
-372
| -1% | -$13.6K | 0.51% | 27 |
|
|
2022
Q2 | $1.25M | Buy |
29,886
+5,855
| +24% | +$244K | 0.57% | 27 |
|
|
2022
Q1 | $1.11M | Buy |
24,031
+485
| +2% | +$22.4K | 0.44% | 27 |
|
|
2021
Q4 | $1.17M | Buy |
23,546
+3,065
| +15% | +$152K | 0.45% | 27 |
|
|
2021
Q3 | $1.02M | Sell |
20,481
-2,690
| -12% | -$134K | 0.43% | 27 |
|
|
2021
Q2 | $1.26M | Buy |
23,171
+83
| +0.4% | +$4.51K | 0.54% | 27 |
|
|
2021
Q1 | $1.2M | Buy |
23,088
+58
| +0.3% | +$3.02K | 0.55% | 27 |
|
|
2020
Q4 | $1.15M | Sell |
23,030
-244
| -1% | -$12.2K | 0.57% | 26 |
|
|
2020
Q3 | $1.01M | Sell |
23,274
-4,368
| -16% | -$189K | 0.59% | 26 |
|
|
2020
Q2 | $1.1M | Buy |
27,642
+275
| +1% | +$10.9K | 0.73% | 26 |
|
|
2020
Q1 | $918K | Buy |
27,367
+15,117
| +123% | +$507K | 0.74% | 26 |
|
|
2019
Q4 | $545K | Buy |
12,250
+1,078
| +10% | +$48K | 0.37% | 31 |
|
|
2019
Q3 | $450K | Buy |
11,172
+104
| +0.9% | +$4.19K | 0.34% | 32 |
|
|
2019
Q2 | $471K | Buy |
11,068
+3,980
| +56% | +$169K | 0.36% | 32 |
|
|
2019
Q1 | $301K | Sell |
7,088
-332
| -4% | -$14.1K | 0.25% | 40 |
|
|
2018
Q4 | $283K | Buy |
+7,420
| New | +$283K | 0.27% | 41 |
|