Rooted 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 | $2.03M | Buy |
40,902
+4,027
| +11% | +$200K | 0.7% | 28 |
|
|
2025
Q1 | $1.55M | Buy |
36,875
+531
| +1% | +$22.4K | 0.67% | 31 |
|
|
2024
Q4 | $1.59M | Buy |
36,344
+3,908
| +12% | +$171K | 0.62% | 31 |
|
|
2024
Q3 | $1.61M | Sell |
32,436
-18,876
| -37% | -$934K | 0.72% | 28 |
|
|
2024
Q2 | $2.28M | Buy |
51,312
+4,246
| +9% | +$188K | 1% | 25 |
|
|
2024
Q1 | $1.98M | Buy |
47,066
+1,646
| +4% | +$69.3K | 0.98% | 27 |
|
|
2023
Q4 | $1.85M | Buy |
45,420
+2,632
| +6% | +$107K | 0.97% | 27 |
|
|
2023
Q3 | $1.73M | Sell |
42,788
-21,062
| -33% | -$851K | 1.06% | 27 |
|
|
2023
Q2 | $2.61M | Buy |
+63,850
| New | +$2.61M | 1.76% | 19 |
|