Sax Wealth Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.42M Sell
2025
Q2
$1.34M Sell
2025
Q1
$1.73M Buy
2024
Q4
$1.49M Buy
2024
Q3
$1.16M Buy
2024
Q2
$897K Buy
2024
Q1
$688K Sell
2023
Q4
$921K Sell
2023
Q3
$974K Sell
2023
Q2
$1.25M Sell
2023
Q1
$1.25M Sell
2022
Q4
$1.25M Sell
2022
Q3
$1.33M Sell
2022
Q2
$1.91M Sell
2022
Q1
$2.69M Sell
2021
Q4
$4.89M Buy
2021
Q3
$4.86M Buy
2021
Q2
$5.08M Buy
2021
Q1
$4.06M Buy
2020
Q4
$3.39M Buy