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 |
|