Root Financial Partners’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 | $2.53M | Sell |
51,082
-5,501
| -10% | -$272K | 0.24% | 40 |
|
|
2025
Q1 | $2.56M | Buy |
56,583
+3,663
| +7% | +$166K | 0.27% | 33 |
|
|
2024
Q4 | $2.33M | Buy |
52,920
+22,475
| +74% | +$990K | 0.29% | 30 |
|
|
2024
Q3 | $1.46M | Buy |
30,445
+9,459
| +45% | +$453K | 0.23% | 40 |
|
|
2024
Q2 | $918K | Buy |
20,986
+4,527
| +28% | +$198K | 0.22% | 37 |
|
|
2024
Q1 | $687K | Sell |
16,459
-1,313
| -7% | -$54.8K | 0.2% | 45 |
|
|
2023
Q4 | $730K | Buy |
17,772
+2,083
| +13% | +$85.6K | 0.27% | 39 |
|
|
2023
Q3 | $615K | Buy |
15,689
+2,705
| +21% | +$106K | 0.33% | 34 |
|
|
2023
Q2 | $528K | Sell |
12,984
-7,506
| -37% | -$305K | 0.31% | 39 |
|
|
2023
Q1 | $828K | Buy |
+20,490
| New | +$828K | 0.59% | 31 |
|