Morling 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 | $754K | Sell |
15,250
-2,608
| -15% | -$129K | 0.25% | 35 |
|
|
2025
Q1 | $808K | Buy |
17,858
+2,508
| +16% | +$114K | 0.28% | 33 |
|
|
2024
Q4 | $676K | Sell |
15,350
-4,394
| -22% | -$194K | 0.24% | 34 |
|
|
2024
Q3 | $945K | Buy |
19,744
+3,151
| +19% | +$151K | 0.36% | 29 |
|
|
2024
Q2 | $726K | Sell |
16,593
-650
| -4% | -$28.4K | 0.32% | 30 |
|
|
2024
Q1 | $720K | Sell |
17,243
-624
| -3% | -$26.1K | 0.41% | 30 |
|
|
2023
Q4 | $734K | Sell |
17,867
-652
| -4% | -$26.8K | 0.59% | 28 |
|
|
2023
Q3 | $726K | Sell |
18,519
-566
| -3% | -$22.2K | 0.72% | 26 |
|
|
2023
Q2 | $776K | Sell |
19,085
-379
| -2% | -$15.4K | 0.75% | 28 |
|
|
2023
Q1 | $786K | Sell |
19,464
-1,118
| -5% | -$45.2K | 0.85% | 26 |
|
|
2022
Q4 | $802K | Sell |
20,582
-1,228
| -6% | -$47.9K | 1.02% | 25 |
|
|
2022
Q3 | $796K | Sell |
21,810
-2,524
| -10% | -$92.1K | 1.08% | 22 |
|
|
2022
Q2 | $1.01M | Buy |
24,334
+6,646
| +38% | +$277K | 1.32% | 19 |
|
|
2022
Q1 | $816K | Buy |
17,688
+4,563
| +35% | +$211K | 1.03% | 20 |
|
|
2021
Q4 | $649K | Buy |
+13,125
| New | +$649K | 0.62% | 22 |
|