Oak Harbor Wealth Partners’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 | $464K | Buy |
9,374
+1,126
| +14% | +$55.7K | 0.13% | 133 |
|
|
2025
Q1 | $373K | Hold |
8,248
| – | – | 0.11% | 146 |
|
|
2024
Q4 | $363K | Sell |
8,248
-400
| -5% | -$17.6K | 0.11% | 128 |
|
|
2024
Q3 | $414K | Sell |
8,648
-1,294
| -13% | -$61.9K | 0.12% | 123 |
|
|
2024
Q2 | $435K | Hold |
9,942
| – | – | 0.14% | 118 |
|
|
2024
Q1 | $415K | Sell |
9,942
-1,600
| -14% | -$66.8K | 0.13% | 121 |
|
|
2023
Q4 | $474K | Sell |
11,542
-2,718
| -19% | -$112K | 0.16% | 114 |
|
|
2023
Q3 | $559K | Sell |
14,260
-1,098
| -7% | -$43.1K | 0.2% | 102 |
|
|
2023
Q2 | $625K | Buy |
15,358
+160
| +1% | +$6.51K | 0.21% | 101 |
|
|
2023
Q1 | $614K | Buy |
15,198
+872
| +6% | +$35.2K | 0.22% | 96 |
|
|
2022
Q4 | $558K | Sell |
14,326
-4,731
| -25% | -$184K | 0.21% | 92 |
|
|
2022
Q3 | $695K | Buy |
19,057
+46
| +0.2% | +$1.68K | 0.27% | 77 |
|
|
2022
Q2 | $792K | Sell |
19,011
-1,643
| -8% | -$68.4K | 0.32% | 72 |
|
|
2022
Q1 | $953K | Buy |
20,654
+11
| +0.1% | +$508 | 0.31% | 72 |
|
|
2021
Q4 | $1.02M | Buy |
+20,643
| New | +$1.02M | 0.35% | 66 |
|