Petra Financial 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 | $670K | Sell |
13,539
-346
| -2% | -$17.1K | 0.43% | 62 |
|
2025
Q1 | $628K | Sell |
13,885
-1,216
| -8% | -$55K | 0.52% | 43 |
|
2024
Q4 | $665K | Sell |
15,101
-85
| -0.6% | -$3.74K | 0.45% | 57 |
|
2024
Q3 | $727K | Buy |
15,186
+853
| +6% | +$40.8K | 0.48% | 61 |
|
2024
Q2 | $627K | Buy |
14,333
+2,818
| +24% | +$123K | 0.45% | 64 |
|
2024
Q1 | $474K | Hold |
11,515
| – | – | 0.35% | 80 |
|
2023
Q4 | $473K | Buy |
11,515
+298
| +3% | +$12.2K | 0.4% | 75 |
|
2023
Q3 | $440K | Buy |
+11,217
| New | +$440K | 0.37% | 78 |
|
2023
Q2 | – | Sell |
-28,819
| Closed | -$1.47M | – | 131 |
|
2023
Q1 | $1.47M | Buy |
28,819
+17,269
| +150% | +$879K | 1.45% | 19 |
|
2022
Q4 | $450K | Buy |
+11,550
| New | +$450K | 0.5% | 52 |
|