Perennial Investment 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
$379K Buy
7,672
+914
+14% +$45.2K 0.04% 297
2025
Q1
$306K Buy
6,758
+139
+2% +$6.29K 0.03% 319
2024
Q4
$292K Sell
6,619
-406
-6% -$17.9K 0.03% 301
2024
Q3
$336K Sell
7,025
-121
-2% -$5.79K 0.04% 268
2024
Q2
$313K Buy
7,146
+436
+6% +$19.1K 0.04% 272
2024
Q1
$280K Buy
6,710
+430
+7% +$18K 0.04% 266
2023
Q4
$258K Buy
6,280
+527
+9% +$21.7K 0.04% 272
2023
Q3
$226K Buy
5,753
+176
+3% +$6.9K 0.04% 280
2023
Q2
$227K Sell
5,577
-3,085
-36% -$126K 0.04% 292
2023
Q1
$350K Buy
8,662
+2,474
+40% +$99.9K 0.07% 217
2022
Q4
$241K Buy
+6,188
New +$241K 0.1% 176