SIA
Schechter Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $495K | Hold |
10,939
| – | – | 0.04% | 371 |
|
|
2024
Q4 | $482K | Sell |
10,939
-386
| -3% | -$17K | 0.04% | 393 |
|
|
2024
Q3 | $542K | Hold |
11,325
| – | – | 0.04% | 381 |
|
|
2024
Q2 | $496K | Hold |
11,325
| – | – | 0.04% | 374 |
|
|
2024
Q1 | $473K | Buy |
+11,325
| New | +$473K | 0.04% | 386 |
|
|
2023
Q4 | – | Sell |
-6,484
| Closed | -$254K | – | 679 |
|
|
2023
Q3 | $254K | Buy |
+6,484
| New | +$254K | 0.02% | 494 |
|
|
2022
Q2 | – | Sell |
-5,967
| Closed | -$275K | – | 1007 |
|
|
2022
Q1 | $275K | Sell |
5,967
-1,691
| -22% | -$77.9K | 0.03% | 733 |
|
|
2021
Q4 | $379K | Buy |
+7,658
| New | +$379K | 0.03% | 599 |
|