Orin Green Financial’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 | $5.18M | Sell |
104,704
-7,161
| -6% | -$354K | 2.19% | 12 |
|
2025
Q1 | $4.85M | Buy |
+111,865
| New | +$4.85M | 2.29% | 11 |
|
2024
Q4 | – | Sell |
-97,213
| Closed | -$4.65M | – | 13 |
|
2024
Q3 | $4.65M | Buy |
97,213
+3,917
| +4% | +$187K | 2.01% | 14 |
|
2024
Q2 | $4.08M | Buy |
+93,296
| New | +$4.08M | 1.88% | 15 |
|
2024
Q1 | – | Sell |
-99,360
| Closed | -$4.07M | – | 15 |
|
2023
Q4 | $4.07M | Buy |
99,360
+2,757
| +3% | +$113K | 2.01% | 15 |
|
2023
Q3 | $3.79M | Sell |
96,603
-8,407
| -8% | -$330K | 2.1% | 12 |
|
2023
Q2 | $4.27M | Buy |
105,010
+4,130
| +4% | +$168K | 2.23% | 12 |
|
2023
Q1 | $4.08M | Sell |
100,880
-6,459
| -6% | -$261K | 2.21% | 13 |
|
2022
Q4 | $4.18M | Buy |
107,339
+15,167
| +16% | +$591K | 2.46% | 12 |
|
2022
Q3 | $3.36M | Buy |
92,172
+2,939
| +3% | +$107K | 2.18% | 14 |
|
2022
Q2 | $3.64M | Sell |
89,233
-12,126
| -12% | -$495K | 2.28% | 14 |
|
2022
Q1 | $4.68M | Buy |
101,359
+3,818
| +4% | +$176K | 3.05% | 11 |
|
2021
Q4 | $4.92M | Buy |
97,541
+24,016
| +33% | +$1.21M | 3.56% | 9 |
|
2021
Q3 | $3.68M | Buy |
73,525
+6,501
| +10% | +$325K | 2.57% | 12 |
|
2021
Q2 | $3.64M | Buy |
67,024
+5,998
| +10% | +$326K | 2.57% | 12 |
|
2021
Q1 | $3.18M | Sell |
61,026
-5,515
| -8% | -$287K | 2.59% | 14 |
|
2020
Q4 | $3.33M | Buy |
+66,541
| New | +$3.33M | 2.65% | 14 |
|