Primoris 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 | $272K | Sell |
5,502
-180
| -3% | -$8.9K | 0.19% | 82 |
|
|
2025
Q1 | $257K | Buy |
5,682
+180
| +3% | +$8.15K | 0.2% | 82 |
|
|
2024
Q4 | $242K | Hold |
5,502
| – | – | 0.18% | 81 |
|
|
2024
Q3 | $263K | Hold |
5,502
| – | – | 0.19% | 89 |
|
|
2024
Q2 | $241K | Hold |
5,502
| – | – | 0.19% | 87 |
|
|
2024
Q1 | $230K | Hold |
5,502
| – | – | 0.18% | 83 |
|
|
2023
Q4 | $226K | Buy |
+5,502
| New | +$226K | 0.21% | 79 |
|