Plante Moran 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 | $7.22K | Sell |
146
-325
| -69% | -$16.1K | ﹤0.01% | 604 |
|
2025
Q1 | $21.3K | Sell |
471
-99
| -17% | -$4.49K | ﹤0.01% | 476 |
|
2024
Q4 | $25.1K | Sell |
570
-663
| -54% | -$29.2K | ﹤0.01% | 451 |
|
2024
Q3 | $59K | Buy |
1,233
+951
| +337% | +$45.5K | 0.01% | 362 |
|
2024
Q2 | $12.3K | Sell |
282
-827
| -75% | -$36.2K | ﹤0.01% | 554 |
|
2024
Q1 | $46.3K | Buy |
1,109
+490
| +79% | +$20.5K | 0.01% | 358 |
|
2023
Q4 | $25.4K | Buy |
619
+600
| +3,158% | +$24.7K | ﹤0.01% | 415 |
|
2023
Q3 | $745 | Sell |
19
-296
| -94% | -$11.6K | ﹤0.01% | 700 |
|
2023
Q2 | $12.8K | Sell |
315
-754
| -71% | -$30.7K | ﹤0.01% | 516 |
|
2023
Q1 | $43.2K | Buy |
1,069
+82
| +8% | +$3.31K | 0.01% | 309 |
|
2022
Q4 | $38.5K | Buy |
+987
| New | +$38.5K | 0.01% | 345 |
|
2022
Q3 | – | Sell |
-3,484
| Closed | -$145K | – | 1102 |
|
2022
Q2 | $145K | Buy |
3,484
+3,396
| +3,859% | +$141K | 0.02% | 178 |
|
2022
Q1 | $4K | Sell |
88
-4,218
| -98% | -$192K | ﹤0.01% | 704 |
|
2021
Q4 | $213K | Buy |
4,306
+1,550
| +56% | +$76.7K | 0.03% | 172 |
|
2021
Q3 | $138K | Buy |
2,756
+1,861
| +208% | +$93.2K | 0.03% | 227 |
|
2021
Q2 | $49K | Sell |
895
-811
| -48% | -$44.4K | 0.01% | 378 |
|
2021
Q1 | $89K | Buy |
1,706
+367
| +27% | +$19.1K | 0.02% | 264 |
|
2020
Q4 | $67K | Buy |
1,339
+54
| +4% | +$2.7K | 0.02% | 302 |
|
2020
Q3 | $56K | Buy |
+1,285
| New | +$56K | 0.02% | 304 |
|
2019
Q4 | – | Sell |
-401
| Closed | -$16K | – | 912 |
|
2019
Q3 | $16K | Buy |
401
+47
| +13% | +$1.88K | ﹤0.01% | 536 |
|
2019
Q2 | $15K | Buy |
354
+92
| +35% | +$3.9K | ﹤0.01% | 515 |
|
2019
Q1 | $11K | Buy |
262
+81
| +45% | +$3.4K | ﹤0.01% | 541 |
|
2018
Q4 | $7K | Sell |
181
-972
| -84% | -$37.6K | ﹤0.01% | 560 |
|
2018
Q3 | $47K | Sell |
1,153
-151
| -12% | -$6.16K | 0.02% | 308 |
|
2018
Q2 | $55K | Buy |
1,304
+45
| +4% | +$1.9K | 0.03% | 309 |
|
2018
Q1 | $59K | Buy |
1,259
+94
| +8% | +$4.41K | 0.03% | 315 |
|
2017
Q4 | $53K | Buy |
1,165
+196
| +20% | +$8.92K | 0.03% | 339 |
|
2017
Q3 | $42K | Buy |
969
+1
| +0.1% | +$43 | 0.03% | 342 |
|
2017
Q2 | $40K | Buy |
968
+392
| +68% | +$16.2K | 0.03% | 363 |
|
2017
Q1 | $23K | Buy |
576
+251
| +77% | +$10K | 0.01% | 455 |
|
2016
Q4 | $12K | Sell |
325
-385
| -54% | -$14.2K | 0.01% | 563 |
|
2016
Q3 | $27K | Sell |
710
-1,105
| -61% | -$42K | 0.02% | 426 |
|
2016
Q2 | $64K | Buy |
1,815
+1,430
| +371% | +$50.4K | 0.05% | 249 |
|
2016
Q1 | $13K | Sell |
385
-6,803
| -95% | -$230K | 0.01% | 451 |
|
2015
Q4 | $235K | Buy |
7,188
+6,673
| +1,296% | +$218K | 0.18% | 98 |
|
2015
Q3 | $17K | Buy |
515
+450
| +692% | +$14.9K | 0.01% | 404 |
|
2015
Q2 | $3K | Sell |
65
-21
| -24% | -$969 | ﹤0.01% | 666 |
|
2015
Q1 | $4K | Hold |
86
| – | – | ﹤0.01% | 639 |
|
2014
Q4 | $3K | Sell |
86
-3,050
| -97% | -$106K | ﹤0.01% | 731 |
|
2014
Q3 | $131K | Buy |
3,136
+3,050
| +3,547% | +$127K | 0.11% | 142 |
|
2014
Q2 | $4K | Sell |
86
-273
| -76% | -$12.7K | ﹤0.01% | 706 |
|
2014
Q1 | $15K | Hold |
359
| – | – | 0.02% | 294 |
|
2013
Q4 | $15K | Buy |
359
+232
| +183% | +$9.69K | 0.01% | 390 |
|
2013
Q3 | $5K | Buy |
127
+33
| +35% | +$1.3K | ﹤0.01% | 478 |
|
2013
Q2 | $4K | Buy |
+94
| New | +$4K | ﹤0.01% | 483 |
|