River 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 | $590K | Sell |
11,919
-318
| -3% | -$15.7K | 0.07% | 149 |
|
2025
Q1 | $554K | Sell |
12,237
-3,316
| -21% | -$150K | 0.08% | 142 |
|
2024
Q4 | $685K | Sell |
15,553
-720
| -4% | -$31.7K | 0.09% | 133 |
|
2024
Q3 | $779K | Sell |
16,273
-248
| -2% | -$11.9K | 0.1% | 124 |
|
2024
Q2 | $723K | Sell |
16,521
-1,873
| -10% | -$82K | 0.1% | 120 |
|
2024
Q1 | $768K | Sell |
18,394
-1,898
| -9% | -$79.3K | 0.11% | 120 |
|
2023
Q4 | $834K | Buy |
20,292
+251
| +1% | +$10.3K | 0.13% | 119 |
|
2023
Q3 | $786K | Sell |
20,041
-830
| -4% | -$32.5K | 0.14% | 119 |
|
2023
Q2 | $849K | Sell |
20,871
-18
| -0.1% | -$732 | 0.14% | 121 |
|
2023
Q1 | $844K | Sell |
20,889
-1,050
| -5% | -$42.4K | 0.15% | 120 |
|
2022
Q4 | $855K | Buy |
21,939
+1,250
| +6% | +$48.7K | 0.16% | 116 |
|
2022
Q3 | $755K | Sell |
20,689
-146,794
| -88% | -$5.36M | 0.16% | 119 |
|
2022
Q2 | $6.98M | Buy |
167,483
+582
| +0.3% | +$24.2K | 1.29% | 17 |
|
2022
Q1 | $7.7M | Buy |
166,901
+3,495
| +2% | +$161K | 1.23% | 18 |
|
2021
Q4 | $8.08M | Buy |
163,406
+5,525
| +3% | +$273K | 1.25% | 18 |
|
2021
Q3 | $7.9M | Buy |
157,881
+468
| +0.3% | +$23.4K | 1.35% | 19 |
|
2021
Q2 | $8.55M | Buy |
157,413
+1,510
| +1% | +$82K | 1.5% | 15 |
|
2021
Q1 | $8.12M | Buy |
155,903
+134,938
| +644% | +$7.02M | 1.52% | 16 |
|
2020
Q4 | $1.05M | Buy |
20,965
+4,501
| +27% | +$226K | 0.23% | 99 |
|
2020
Q3 | $712K | Buy |
16,464
+551
| +3% | +$23.8K | 0.19% | 113 |
|
2020
Q2 | $630K | Buy |
15,913
+3,963
| +33% | +$157K | 0.19% | 109 |
|
2020
Q1 | $401K | Buy |
+11,950
| New | +$401K | 0.16% | 117 |
|
2019
Q1 | – | Sell |
-2,912
| Closed | -$111K | – | 504 |
|
2018
Q4 | $111K | Sell |
2,912
-713
| -20% | -$27.2K | 0.05% | 181 |
|
2018
Q3 | $149K | Buy |
3,625
+372
| +11% | +$15.3K | 0.05% | 182 |
|
2018
Q2 | $137K | Buy |
+3,253
| New | +$137K | 0.05% | 182 |
|