Optimum Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $689K | Sell |
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|
2025
Q2 | $631K | Buy |
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|
2025
Q1 | $575K | Sell |
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|
2024
Q4 | $595K | Sell |
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|
2024
Q3 | $662K | Hold |
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|
2024
Q2 | $605K | Sell |
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|
2024
Q1 | $624K | Buy |
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|
2023
Q4 | $573K | Hold |
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|
2023
Q3 | $547K | Hold |
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|
2023
Q2 | $567K | Hold |
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|
2023
Q1 | $563K | Buy |
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|
2022
Q4 | $536K | Sell |
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|
2022
Q3 | $510K | Buy |
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|
2022
Q2 | $582K | Hold |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $691K | Buy |
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|
2021
Q3 | $699K | Sell |
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|
2021
Q2 | $774K | Buy |
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|
2021
Q1 | $707K | Buy |
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|
2020
Q4 | $649K | Buy |
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|
2020
Q3 | $560K | Sell |
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|
2020
Q2 | $607K | Sell |
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|
2020
Q1 | $545K | Sell |
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|
2019
Q4 | $922K | Buy |
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|
2019
Q3 | $472K | Sell |
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|
2019
Q2 | $548K | Buy |
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|
2019
Q1 | $424K | Buy |
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|
2018
Q4 | $350K | Sell |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.56M | Buy |
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|
2018
Q1 | $1.69M | Buy |
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|
2017
Q4 | $1.37M | Buy |
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|
2017
Q3 | $1.16M | Buy |
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|
2017
Q2 | $753K | Buy |
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|
2017
Q1 | $569K | Buy |
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|
2016
Q4 | $425K | Sell |
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|
2016
Q3 | $480K | Buy |
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|
2016
Q2 | $318K | Buy |
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|
2015
Q1 | $286K | Buy |
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|
2014
Q4 | $248K | Buy |
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|
2014
Q3 | $240K | Buy |
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|
2014
Q2 | $94K | Buy |
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|
2014
Q1 | $62K | Sell |
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|
2013
Q4 | $81K | Sell |
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|
2013
Q3 | $109K | Buy |
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