Roth 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 | $1.78M | Sell |
36,048
-2,132
| -6% | -$105K | 0.64% | 14 |
|
|
2025
Q1 | $1.73M | Buy |
38,180
+1,416
| +4% | +$64.1K | 0.68% | 14 |
|
|
2024
Q4 | $1.62M | Sell |
36,764
-1,297
| -3% | -$57.1K | 0.64% | 14 |
|
|
2024
Q3 | $1.82M | Sell |
38,061
-5,589
| -13% | -$267K | 0.73% | 14 |
|
|
2024
Q2 | $1.91M | Sell |
43,650
-20,971
| -32% | -$918K | 0.82% | 13 |
|
|
2024
Q1 | $2.7M | Sell |
64,621
-25,620
| -28% | -$1.07M | 1.2% | 12 |
|
|
2023
Q4 | $3.71M | Sell |
90,241
-50,167
| -36% | -$2.06M | 1.9% | 10 |
|
|
2023
Q3 | $5.51M | Sell |
140,408
-405
| -0.3% | -$15.9K | 3.44% | 8 |
|
|
2023
Q2 | $5.73M | Buy |
140,813
+2,548
| +2% | +$104K | 3.59% | 8 |
|
|
2023
Q1 | $5.59M | Buy |
138,265
+5,448
| +4% | +$220K | 3.72% | 8 |
|
|
2022
Q4 | $5.18M | Buy |
132,817
+8,264
| +7% | +$322K | 3.74% | 8 |
|
|
2022
Q3 | $4.55M | Buy |
124,553
+16,129
| +15% | +$589K | 3.64% | 8 |
|
|
2022
Q2 | $4.52M | Sell |
108,424
-10,390
| -9% | -$433K | 3.61% | 8 |
|
|
2022
Q1 | $5.49M | Sell |
118,814
-2,776
| -2% | -$128K | 3.96% | 8 |
|
|
2021
Q4 | $6.02M | Buy |
121,590
+13,840
| +13% | +$685K | 4.28% | 7 |
|
|
2021
Q3 | $5.39M | Buy |
107,750
+5,714
| +6% | +$286K | 4.18% | 7 |
|
|
2021
Q2 | $5.54M | Buy |
102,036
+2,189
| +2% | +$119K | 4.27% | 6 |
|
|
2021
Q1 | $5.2M | Buy |
99,847
+4,377
| +5% | +$228K | 4.3% | 6 |
|
|
2020
Q4 | $4.78M | Buy |
+95,470
| New | +$4.78M | 4.74% | 5 |
|