Peterson Wealth 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 | $5.12M | Buy |
103,482
+2,266
| +2% | +$112K | 0.84% | 21 |
|
|
2025
Q1 | $4.09M | Buy |
101,216
+25,260
| +33% | +$1.02M | 0.79% | 22 |
|
|
2024
Q4 | $3.35M | Sell |
75,956
-1,184
| -2% | -$52.3K | 0.6% | 21 |
|
|
2024
Q3 | $3.69M | Buy |
77,140
+227
| +0.3% | +$10.9K | 0.7% | 19 |
|
|
2024
Q2 | $3.37M | Buy |
76,913
+227
| +0.3% | +$9.93K | 0.71% | 18 |
|
|
2024
Q1 | $3.2M | Sell |
76,686
-552
| -0.7% | -$23.1K | 0.68% | 18 |
|
|
2023
Q4 | $3.17M | Sell |
77,238
-6,994
| -8% | -$287K | 0.75% | 18 |
|
|
2023
Q3 | $3.3M | Buy |
84,232
+5,681
| +7% | +$223K | 0.89% | 17 |
|
|
2023
Q2 | $3.23M | Buy |
78,551
+4,168
| +6% | +$171K | 0.85% | 17 |
|
|
2023
Q1 | $3.01M | Buy |
74,383
+5,191
| +8% | +$210K | 0.83% | 17 |
|
|
2022
Q4 | $2.7M | Buy |
69,192
+25,069
| +57% | +$977K | 0.81% | 17 |
|
|
2022
Q3 | $1.61M | Buy |
44,123
+23,018
| +109% | +$840K | 0.54% | 21 |
|
|
2022
Q2 | $879K | Buy |
21,105
+2,273
| +12% | +$94.7K | 0.29% | 25 |
|
|
2022
Q1 | $869K | Sell |
18,832
-116
| -0.6% | -$5.35K | 0.26% | 27 |
|
|
2021
Q4 | $937K | Buy |
18,948
+405
| +2% | +$20K | 0.27% | 27 |
|
|
2021
Q3 | $927K | Buy |
18,543
+4,808
| +35% | +$240K | 0.31% | 26 |
|
|
2021
Q2 | $746K | Buy |
13,735
+172
| +1% | +$9.34K | 0.26% | 26 |
|
|
2021
Q1 | $706K | Buy |
13,563
+32
| +0.2% | +$1.67K | 0.29% | 25 |
|
|
2020
Q4 | $678K | Buy |
13,531
+66
| +0.5% | +$3.31K | 0.3% | 24 |
|
|
2020
Q3 | $582K | Sell |
13,465
-135
| -1% | -$5.84K | 0.3% | 26 |
|
|
2020
Q2 | $539K | Buy |
13,600
+4,736
| +53% | +$188K | 0.29% | 27 |
|
|
2020
Q1 | $297K | Buy |
8,864
+3,073
| +53% | +$103K | 0.19% | 39 |
|
|
2019
Q4 | $258K | Buy |
+5,791
| New | +$258K | 0.15% | 35 |
|
|
2019
Q2 | – | Sell |
-4,648
| Closed | -$203K | – | 42 |
|
|
2019
Q1 | $203K | Buy |
+4,648
| New | +$203K | 0.14% | 40 |
|
|
2018
Q4 | – | Sell |
-5,302
| Closed | -$217K | – | 43 |
|
|
2018
Q3 | $217K | Buy |
5,302
+438
| +9% | +$17.9K | 0.16% | 42 |
|
|
2018
Q2 | $205K | Sell |
4,864
-19
| -0.4% | -$801 | 0.17% | 42 |
|
|
2018
Q1 | $229K | Sell |
4,883
-4,201
| -46% | -$197K | 0.19% | 43 |
|
|
2017
Q4 | $417K | Buy |
+9,084
| New | +$417K | 0.38% | 33 |
|