Motive 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 | $6.18M | Buy |
124,879
+20,706
| +20% | +$1.02M | 2.81% | 13 |
|
|
2025
Q1 | $4.71M | Buy |
104,173
+2,514
| +2% | +$114K | 2.52% | 14 |
|
|
2024
Q4 | $4.48M | Buy |
101,659
+8,531
| +9% | +$376K | 2.4% | 15 |
|
|
2024
Q3 | $4.08M | Hold |
93,128
| – | – | 2.45% | 14 |
|
|
2024
Q2 | $4.08M | Buy |
93,128
+4,612
| +5% | +$202K | 2.45% | 14 |
|
|
2024
Q1 | $3.7M | Buy |
88,516
+42,916
| +94% | +$1.79M | 2.24% | 14 |
|
|
2023
Q4 | $1.87M | Sell |
45,600
-7,506
| -14% | -$308K | 2.16% | 15 |
|
|
2023
Q3 | $2.08M | Buy |
53,106
+899
| +2% | +$35.3K | 2.29% | 16 |
|
|
2023
Q2 | $2.12M | Buy |
52,207
+379
| +0.7% | +$15.4K | 2.2% | 17 |
|
|
2023
Q1 | $2.09M | Sell |
51,828
-20,821
| -29% | -$841K | 2.29% | 16 |
|
|
2022
Q4 | $2.83M | Sell |
72,649
-8,331
| -10% | -$325K | 2.16% | 16 |
|
|
2022
Q3 | $2.96M | Buy |
80,980
+16,075
| +25% | +$587K | 2.39% | 15 |
|
|
2022
Q2 | $2.7M | Buy |
64,905
+4,730
| +8% | +$197K | 2.13% | 15 |
|
|
2022
Q1 | $2.78M | Sell |
60,175
-517
| -0.9% | -$23.9K | 1.9% | 15 |
|
|
2021
Q4 | $3M | Sell |
60,692
-2,937
| -5% | -$145K | 1.81% | 17 |
|
|
2021
Q3 | $3.18M | Buy |
63,629
+9,312
| +17% | +$466K | 2.15% | 15 |
|
|
2021
Q2 | $2.95M | Buy |
+54,317
| New | +$2.95M | 2.11% | 15 |
|