Sensible Financial Planning & Management’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 | $3.02M | Sell |
61,001
-4,599
| -7% | -$227K | 0.57% | 21 |
|
2025
Q1 | $2.97M | Buy |
65,600
+7,567
| +13% | +$342K | 0.59% | 20 |
|
2024
Q4 | $2.56M | Sell |
58,033
-1,581
| -3% | -$69.6K | 0.53% | 21 |
|
2024
Q3 | $2.85M | Buy |
59,614
+7,136
| +14% | +$342K | 0.56% | 22 |
|
2024
Q2 | $2.3M | Buy |
52,478
+7,280
| +16% | +$319K | 0.5% | 23 |
|
2024
Q1 | $1.89M | Sell |
45,198
-2,099
| -4% | -$87.7K | 0.42% | 24 |
|
2023
Q4 | $1.94M | Buy |
47,297
+16,886
| +56% | +$694K | 0.46% | 24 |
|
2023
Q3 | $1.19M | Sell |
30,411
-5,655
| -16% | -$222K | 0.3% | 24 |
|
2023
Q2 | $1.47M | Buy |
36,066
+3,598
| +11% | +$146K | 0.34% | 28 |
|
2023
Q1 | $1.31M | Buy |
32,468
+564
| +2% | +$22.8K | 0.31% | 28 |
|
2022
Q4 | $1.24M | Sell |
31,904
-481
| -1% | -$18.8K | 0.31% | 28 |
|
2022
Q3 | $1.18M | Buy |
32,385
+1,474
| +5% | +$53.8K | 0.3% | 26 |
|
2022
Q2 | $1.29M | Sell |
30,911
-77
| -0.2% | -$3.21K | 0.32% | 29 |
|
2022
Q1 | $1.43M | Buy |
30,988
+99
| +0.3% | +$4.57K | 0.38% | 28 |
|
2021
Q4 | $1.53M | Buy |
30,889
+557
| +2% | +$27.6K | 0.43% | 28 |
|
2021
Q3 | $1.52M | Sell |
30,332
-75
| -0.2% | -$3.75K | 0.49% | 27 |
|
2021
Q2 | $1.65M | Sell |
30,407
-1,325
| -4% | -$71.9K | 0.56% | 26 |
|
2021
Q1 | $1.65M | Buy |
31,732
+4,158
| +15% | +$216K | 0.61% | 25 |
|
2020
Q4 | $1.38M | Buy |
27,574
+550
| +2% | +$27.6K | 0.52% | 26 |
|
2020
Q3 | $1.17M | Sell |
27,024
-58
| -0.2% | -$2.51K | 0.48% | 24 |
|
2020
Q2 | $1.07M | Sell |
27,082
-2,755
| -9% | -$109K | 0.46% | 24 |
|
2020
Q1 | $1M | Sell |
29,837
-889
| -3% | -$29.8K | 0.48% | 23 |
|
2019
Q4 | $1.37M | Sell |
30,726
-507
| -2% | -$22.5K | 0.58% | 24 |
|
2019
Q3 | $1.26M | Sell |
31,233
-1,832
| -6% | -$73.7K | 0.54% | 22 |
|
2019
Q2 | $1.41M | Sell |
33,065
-38
| -0.1% | -$1.62K | 0.6% | 21 |
|
2019
Q1 | $1.41M | Sell |
33,103
-247
| -0.7% | -$10.5K | 0.64% | 21 |
|
2018
Q4 | $1.27M | Sell |
33,350
-2,232
| -6% | -$85.1K | 0.62% | 21 |
|
2018
Q3 | $1.46M | Buy |
35,582
+10
| +0% | +$410 | 0.68% | 18 |
|
2018
Q2 | $1.5M | Sell |
35,572
-1,162
| -3% | -$49K | 0.71% | 16 |
|
2018
Q1 | $1.73M | Buy |
36,734
+416
| +1% | +$19.5K | 0.82% | 14 |
|
2017
Q4 | $1.67M | Buy |
36,318
+2,256
| +7% | +$104K | 0.85% | 13 |
|
2017
Q3 | $1.48M | Buy |
34,062
+899
| +3% | +$39.2K | 0.82% | 14 |
|
2017
Q2 | $1.35M | Sell |
33,163
-2,666
| -7% | -$109K | 0.85% | 12 |
|
2017
Q1 | $1.42M | Sell |
35,829
-1,267
| -3% | -$50.3K | 0.92% | 11 |
|
2016
Q4 | $1.33M | Sell |
37,096
-919
| -2% | -$32.9K | 0.92% | 11 |
|
2016
Q3 | $1.43M | Sell |
38,015
-1,481
| -4% | -$55.7K | 0.98% | 11 |
|
2016
Q2 | $1.39M | Sell |
39,496
-1,300
| -3% | -$45.8K | 0.97% | 11 |
|
2016
Q1 | $1.41M | Sell |
40,796
-4,161
| -9% | -$144K | 1.03% | 11 |
|
2015
Q4 | $1.47M | Sell |
44,957
-9,267
| -17% | -$303K | 1.12% | 11 |
|
2015
Q3 | $1.79M | Buy |
54,224
+25,976
| +92% | +$859K | 1.41% | 12 |
|
2015
Q2 | $1.16M | Sell |
28,248
-2,121
| -7% | -$86.7K | 0.95% | 13 |
|
2015
Q1 | $1.24M | Buy |
30,369
+4,541
| +18% | +$186K | 1.13% | 14 |
|
2014
Q4 | $1.03M | Buy |
+25,828
| New | +$1.03M | 1.06% | 16 |
|