Powell 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 | $2.36M | Buy |
47,689
+88
| +0.2% | +$4.35K | 0.88% | 20 |
|
|
2025
Q1 | $2.15M | Sell |
47,601
-10,139
| -18% | -$459K | 1.06% | 15 |
|
|
2024
Q4 | $2.54M | Sell |
57,740
-120
| -0.2% | -$5.29K | 1.18% | 13 |
|
|
2024
Q3 | $2.77M | Sell |
57,860
-7,703
| -12% | -$369K | 1.29% | 14 |
|
|
2024
Q2 | $2.87M | Sell |
65,563
-5,696
| -8% | -$249K | 1.49% | 13 |
|
|
2024
Q1 | $2.98M | Sell |
71,259
-3,100
| -4% | -$129K | 1.57% | 12 |
|
|
2023
Q4 | $3.06M | Sell |
74,359
-28,651
| -28% | -$1.18M | 1.69% | 12 |
|
|
2023
Q3 | $4.04M | Sell |
103,010
-5,762
| -5% | -$226K | 2.43% | 10 |
|
|
2023
Q2 | $4.42M | Sell |
108,772
-836
| -0.8% | -$34K | 2.59% | 11 |
|
|
2023
Q1 | $4.43M | Sell |
109,608
-1,388
| -1% | -$56.1K | 2.46% | 12 |
|
|
2022
Q4 | $4.33M | Sell |
110,996
-2,684
| -2% | -$105K | 2.51% | 12 |
|
|
2022
Q3 | $4.15M | Buy |
113,680
+2,530
| +2% | +$92.3K | 2.72% | 11 |
|
|
2022
Q2 | $4.63M | Buy |
+111,150
| New | +$4.63M | 2.81% | 9 |
|
|
2022
Q1 | – | Sell |
-126,236
| Closed | -$6.24M | – | 141 |
|
|
2021
Q4 | $6.24M | Buy |
126,236
+1,034
| +0.8% | +$51.1K | 3.55% | 8 |
|
|
2021
Q3 | $6.26M | Sell |
125,202
-2,514
| -2% | -$126K | 3.87% | 7 |
|
|
2021
Q2 | $6.94M | Buy |
127,716
+1,876
| +1% | +$102K | 4.26% | 7 |
|
|
2021
Q1 | $6.55M | Buy |
125,840
+2,251
| +2% | +$117K | 4.28% | 7 |
|
|
2020
Q4 | $6.19M | Buy |
123,589
+1,841
| +2% | +$92.3K | 4.71% | 7 |
|
|
2020
Q3 | $5.26M | Sell |
121,748
-158
| -0.1% | -$6.83K | 4.52% | 8 |
|
|
2020
Q2 | $4.83M | Buy |
121,906
+6,115
| +5% | +$242K | 4.67% | 8 |
|
|
2020
Q1 | $3.89M | Buy |
115,791
+1,650
| +1% | +$55.4K | 4.7% | 7 |
|
|
2019
Q4 | $5.08M | Buy |
+114,141
| New | +$5.08M | 5.29% | 5 |
|