Quantum 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 | $761K | Buy |
15,384
+346
| +2% | +$17.1K | 0.1% | 78 |
|
2025
Q1 | $681K | Buy |
15,038
+1,194
| +9% | +$54K | 0.1% | 80 |
|
2024
Q4 | $610K | Hold |
13,844
| – | – | 0.09% | 83 |
|
2024
Q3 | $662K | Hold |
13,844
| – | – | 0.1% | 79 |
|
2024
Q2 | $606K | Sell |
13,844
-1,000
| -7% | -$43.8K | 0.11% | 78 |
|
2024
Q1 | $620K | Hold |
14,844
| – | – | 0.11% | 75 |
|
2023
Q4 | $610K | Sell |
14,844
-187
| -1% | -$7.69K | 0.15% | 44 |
|
2023
Q3 | $589K | Sell |
15,031
-602
| -4% | -$23.6K | 0.17% | 46 |
|
2023
Q2 | $636K | Buy |
15,633
+855
| +6% | +$34.8K | 0.19% | 35 |
|
2023
Q1 | $597K | Buy |
14,778
+1,000
| +7% | +$40.4K | 0.19% | 34 |
|
2022
Q4 | $537K | Hold |
13,778
| – | – | 0.24% | 32 |
|
2022
Q3 | $503K | Hold |
13,778
| – | – | 0.22% | 31 |
|
2022
Q2 | $577K | Buy |
+13,778
| New | +$577K | 0.22% | 31 |
|