RWA
Roberts Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.48M | Buy |
171,444
+10,325
| +6% | +$511K | 2.44% | 12 |
|
|
2025
Q1 | $7.29M | Buy |
161,119
+4,967
| +3% | +$225K | 2.25% | 10 |
|
|
2024
Q4 | $6.79M | Buy |
156,152
+10,979
| +8% | +$477K | 2.06% | 10 |
|
|
2024
Q3 | $6.97M | Buy |
145,173
+4,991
| +4% | +$240K | 2.26% | 11 |
|
|
2024
Q2 | $6.29M | Buy |
140,182
+9,468
| +7% | +$425K | 2.15% | 12 |
|
|
2024
Q1 | $5.4M | Buy |
130,714
+8,907
| +7% | +$368K | 2.02% | 12 |
|
|
2023
Q4 | $14.7M | Buy |
121,807
+11,631
| +11% | +$1.4M | 2.29% | 10 |
|
|
2023
Q3 | $4.33M | Buy |
110,176
+2,055
| +2% | +$80.8K | 1.9% | 10 |
|
|
2023
Q2 | $4.4M | Buy |
108,121
+3,390
| +3% | +$138K | 1.93% | 11 |
|
|
2023
Q1 | $4.25M | Buy |
104,731
+2,866
| +3% | +$116K | 1.95% | 12 |
|
|
2022
Q4 | $4.01M | Sell |
101,865
-33,191
| -25% | -$1.31M | 1.94% | 13 |
|
|
2022
Q3 | $5.12M | Buy |
135,056
+5,322
| +4% | +$202K | 2.52% | 10 |
|
|
2022
Q2 | $5.39M | Buy |
129,734
+4,544
| +4% | +$189K | 2.35% | 10 |
|
|
2022
Q1 | $5.89M | Buy |
125,190
+7,170
| +6% | +$337K | 2.31% | 10 |
|
|
2021
Q4 | $5.88M | Buy |
118,020
+16,985
| +17% | +$846K | 2.12% | 10 |
|
|
2021
Q3 | $5.05M | Buy |
+101,035
| New | +$5.05M | 2% | 12 |
|