Private Wealth Advisors (California)’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 | $4.11M | Sell |
83,171
-79,132
| -49% | -$3.91M | 1.51% | 22 |
|
|
2025
Q1 | $7.35M | Buy |
162,303
+28,657
| +21% | +$1.3M | 2.66% | 8 |
|
|
2024
Q4 | $5.89M | Sell |
133,646
-144,110
| -52% | -$6.35M | 2.31% | 12 |
|
|
2024
Q3 | $13.4M | Buy |
277,756
+163,325
| +143% | +$7.87M | 5.13% | 2 |
|
|
2024
Q2 | $5.02M | Sell |
114,431
-105,563
| -48% | -$4.63M | 1.93% | 15 |
|
|
2024
Q1 | $9.19M | Sell |
219,994
-8,996
| -4% | -$376K | 3.74% | 6 |
|
|
2023
Q4 | $9.41M | Sell |
228,990
-45,446
| -17% | -$1.87M | 3.67% | 6 |
|
|
2023
Q3 | $10.8M | Buy |
274,436
+2,282
| +0.8% | +$89.5K | 4.55% | 5 |
|
|
2023
Q2 | $11.1M | Buy |
272,154
+2,773
| +1% | +$113K | 4.52% | 6 |
|
|
2023
Q1 | $10.9M | Buy |
269,381
+78,363
| +41% | +$3.17M | 4.58% | 6 |
|
|
2022
Q4 | $7.45M | Sell |
191,018
-27,501
| -13% | -$1.07M | 2.51% | 10 |
|
|
2022
Q3 | $7.97M | Sell |
218,519
-20,267
| -8% | -$740K | 3.71% | 7 |
|
|
2022
Q2 | $10.1M | Sell |
238,786
-17,367
| -7% | -$731K | 3.71% | 7 |
|
|
2022
Q1 | $11.8M | Buy |
256,153
+9,636
| +4% | +$444K | 3.77% | 7 |
|
|
2021
Q4 | $12.2M | Buy |
246,517
+5,489
| +2% | +$271K | 2.61% | 8 |
|
|
2021
Q3 | $11.8M | Sell |
241,028
-75,058
| -24% | -$3.68M | 2.83% | 7 |
|
|
2021
Q2 | $17.2M | Sell |
316,086
-8,531
| -3% | -$463K | 5.26% | 5 |
|
|
2021
Q1 | $16.9M | Buy |
324,617
+70,344
| +28% | +$3.66M | 5.73% | 4 |
|
|
2020
Q4 | $13.4M | Buy |
254,273
+84,199
| +50% | +$4.43M | 4.62% | 7 |
|
|
2020
Q3 | $7.35M | Buy |
170,074
+22,308
| +15% | +$965K | 3.81% | 10 |
|
|
2020
Q2 | $5.85M | Buy |
147,766
+7,980
| +6% | +$316K | 4.08% | 11 |
|
|
2020
Q1 | $4.69M | Buy |
139,786
+63,888
| +84% | +$2.14M | 3.84% | 11 |
|
|
2019
Q4 | $3.38M | Sell |
75,898
-12,613
| -14% | -$561K | 1.94% | 17 |
|
|
2019
Q3 | $3.56M | Buy |
88,511
+3,630
| +4% | +$146K | 2.32% | 14 |
|
|
2019
Q2 | $3.61M | Hold |
84,881
| – | – | 2.46% | 13 |
|
|
2019
Q1 | $3.61M | Buy |
84,881
+9,597
| +13% | +$408K | 2.46% | 13 |
|
|
2018
Q4 | $2.87M | Buy |
+75,284
| New | +$2.87M | 2.32% | 13 |
|