Martel Wealth 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 | $6.28M | Sell |
126,991
-2,494
| -2% | -$123K | 1.16% | 13 |
|
|
2025
Q1 | $5.86M | Sell |
129,485
-9,576
| -7% | -$433K | 1.17% | 14 |
|
|
2024
Q4 | $6.12M | Sell |
139,061
-3,194
| -2% | -$141K | 1.2% | 14 |
|
|
2024
Q3 | $6.98M | Buy |
142,255
+3,424
| +2% | +$168K | 1.43% | 12 |
|
|
2024
Q2 | $6.08M | Sell |
138,831
-4,032
| -3% | -$176K | 1.3% | 14 |
|
|
2024
Q1 | $5.97M | Buy |
142,863
+2,278
| +2% | +$95.2K | 1.29% | 14 |
|
|
2023
Q4 | $5.78M | Buy |
140,585
+1,397
| +1% | +$57.4K | 1.31% | 13 |
|
|
2023
Q3 | $5.46M | Sell |
139,188
-396
| -0.3% | -$15.5K | 1.36% | 13 |
|
|
2023
Q2 | $5.68M | Sell |
139,584
-1,771
| -1% | -$72K | 1.38% | 13 |
|
|
2023
Q1 | $5.71M | Sell |
141,355
-12,534
| -8% | -$506K | 1.46% | 12 |
|
|
2022
Q4 | $6M | Sell |
153,889
-67,528
| -30% | -$2.63M | 1.63% | 11 |
|
|
2022
Q3 | $8.08M | Sell |
221,417
-10,426
| -4% | -$380K | 2.31% | 8 |
|
|
2022
Q2 | $9.66M | Sell |
231,843
-12,130
| -5% | -$505K | 2.64% | 8 |
|
|
2022
Q1 | $11.3M | Buy |
243,973
+4,992
| +2% | +$230K | 2.74% | 8 |
|
|
2021
Q4 | $11.8M | Buy |
238,981
+6,052
| +3% | +$299K | 2.8% | 8 |
|
|
2021
Q3 | $11.6M | Buy |
232,929
+4,680
| +2% | +$234K | 2.93% | 8 |
|
|
2021
Q2 | $12.4M | Buy |
228,249
+773
| +0.3% | +$42K | 3.12% | 8 |
|
|
2021
Q1 | $11.8M | Sell |
227,476
-10,046
| -4% | -$523K | 3.28% | 8 |
|
|
2020
Q4 | $11.9M | Buy |
237,522
+2,772
| +1% | +$139K | 3.45% | 8 |
|
|
2020
Q3 | $10.2M | Sell |
234,750
-2,367
| -1% | -$102K | 3.29% | 8 |
|
|
2020
Q2 | $9.39M | Buy |
237,117
+6,060
| +3% | +$240K | 3.26% | 8 |
|
|
2020
Q1 | $7.75M | Buy |
231,057
+7,507
| +3% | +$252K | 3.02% | 8 |
|
|
2019
Q4 | $9.94M | Sell |
223,550
-5,168
| -2% | -$230K | 3.42% | 8 |
|
|
2019
Q3 | $9.21M | Sell |
228,718
-26,403
| -10% | -$1.06M | 3.32% | 8 |
|
|
2019
Q2 | $10.9M | Buy |
255,121
+6,566
| +3% | +$279K | 3.95% | 8 |
|
|
2019
Q1 | $10.6M | Buy |
248,555
+27,853
| +13% | +$1.18M | 3.97% | 8 |
|
|
2018
Q4 | $8.41M | Buy |
220,702
+7,636
| +4% | +$291K | 3.45% | 8 |
|
|
2018
Q3 | $8.74M | Buy |
+213,066
| New | +$8.74M | 3.33% | 8 |
|