Sax 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 | $1.34M | Sell |
27,116
-11,144
| -29% | -$551K | 0.08% | 137 |
|
|
2025
Q1 | $1.73M | Buy |
38,260
+4,374
| +13% | +$198K | 0.12% | 93 |
|
|
2024
Q4 | $1.49M | Buy |
33,886
+9,571
| +39% | +$422K | 0.12% | 88 |
|
|
2024
Q3 | $1.16M | Buy |
24,315
+3,819
| +19% | +$183K | 0.1% | 81 |
|
|
2024
Q2 | $897K | Buy |
20,496
+4,035
| +25% | +$177K | 0.09% | 97 |
|
|
2024
Q1 | $688K | Sell |
16,461
-5,959
| -27% | -$249K | 0.08% | 98 |
|
|
2023
Q4 | $921K | Sell |
22,420
-2,416
| -10% | -$99.3K | 0.15% | 78 |
|
|
2023
Q3 | $974K | Sell |
24,836
-5,952
| -19% | -$233K | 0.19% | 71 |
|
|
2023
Q2 | $1.25M | Sell |
30,788
-106
| -0.3% | -$4.31K | 0.25% | 58 |
|
|
2023
Q1 | $1.25M | Sell |
30,894
-1,052
| -3% | -$42.5K | 0.27% | 56 |
|
|
2022
Q4 | $1.25M | Sell |
31,946
-4,388
| -12% | -$171K | 0.29% | 53 |
|
|
2022
Q3 | $1.33M | Sell |
36,334
-9,537
| -21% | -$348K | 0.34% | 51 |
|
|
2022
Q2 | $1.91M | Sell |
45,871
-12,414
| -21% | -$517K | 0.49% | 38 |
|
|
2022
Q1 | $2.69M | Sell |
58,285
-40,648
| -41% | -$1.88M | 0.65% | 33 |
|
|
2021
Q4 | $4.89M | Buy |
98,933
+1,687
| +2% | +$83.4K | 1.02% | 23 |
|
|
2021
Q3 | $4.86M | Buy |
97,246
+3,751
| +4% | +$188K | 1.15% | 19 |
|
|
2021
Q2 | $5.08M | Buy |
93,495
+15,481
| +20% | +$841K | 1.74% | 13 |
|
|
2021
Q1 | $4.06M | Buy |
78,014
+10,362
| +15% | +$539K | 1.49% | 17 |
|
|
2020
Q4 | $3.39M | Buy |
+67,652
| New | +$3.39M | 1.56% | 16 |
|