Sequoia Financial 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 | $10.7M | Sell |
216,974
-180,663
| -45% | -$8.94M | 0.07% | 180 |
|
|
2025
Q1 | $18M | Sell |
397,637
-101,487
| -20% | -$4.59M | 0.14% | 129 |
|
|
2024
Q4 | $22M | Buy |
499,124
+454,634
| +1,022% | +$20M | 0.21% | 100 |
|
|
2024
Q3 | $2.13M | Buy |
44,490
+1,798
| +4% | +$86K | 0.02% | 364 |
|
|
2024
Q2 | $1.87M | Buy |
42,692
+9,072
| +27% | +$397K | 0.02% | 340 |
|
|
2024
Q1 | $1.4M | Sell |
33,620
-36,316
| -52% | -$1.52M | 0.02% | 394 |
|
|
2023
Q4 | $2.87M | Buy |
69,936
+53,946
| +337% | +$2.22M | 0.04% | 284 |
|
|
2023
Q3 | $627K | Sell |
15,990
-5,721
| -26% | -$224K | 0.01% | 446 |
|
|
2023
Q2 | $883K | Sell |
21,711
-9,201
| -30% | -$374K | 0.02% | 369 |
|
|
2023
Q1 | $1.25M | Sell |
30,912
-4,112
| -12% | -$166K | 0.03% | 278 |
|
|
2022
Q4 | $1.37M | Sell |
35,024
-23,399
| -40% | -$912K | 0.03% | 246 |
|
|
2022
Q3 | $2.13M | Sell |
58,423
-9,149
| -14% | -$334K | 0.07% | 153 |
|
|
2022
Q2 | $2.81M | Buy |
67,572
+20,618
| +44% | +$859K | 0.08% | 149 |
|
|
2022
Q1 | $2.17M | Buy |
46,954
+2,846
| +6% | +$131K | 0.05% | 186 |
|
|
2021
Q4 | $2.18M | Buy |
44,108
+28,493
| +182% | +$1.41M | 0.06% | 172 |
|
|
2021
Q3 | $781K | Sell |
15,615
-18,064
| -54% | -$903K | 0.08% | 124 |
|
|
2021
Q2 | $1.83M | Buy |
33,679
+614
| +2% | +$33.3K | 0.07% | 160 |
|
|
2021
Q1 | $1.72M | Buy |
33,065
+1,767
| +6% | +$92K | 0.07% | 145 |
|
|
2020
Q4 | $1.57M | Sell |
31,298
-3,114
| -9% | -$156K | 0.07% | 143 |
|
|
2020
Q3 | $1.49M | Sell |
34,412
-9,840
| -22% | -$425K | 0.08% | 131 |
|
|
2020
Q2 | $1.75M | Buy |
44,252
+6,409
| +17% | +$254K | 0.1% | 104 |
|
|
2020
Q1 | $1.27M | Buy |
37,843
+5,557
| +17% | +$186K | 0.09% | 105 |
|
|
2019
Q4 | $1.44M | Sell |
32,286
-1,316
| -4% | -$58.5K | 0.09% | 118 |
|
|
2019
Q3 | $1.35M | Buy |
33,602
+7,135
| +27% | +$287K | 0.1% | 109 |
|
|
2019
Q2 | $1.13M | Sell |
26,467
-8,494
| -24% | -$361K | 0.08% | 119 |
|
|
2019
Q1 | $1.49M | Buy |
34,961
+3,518
| +11% | +$150K | 0.12% | 98 |
|
|
2018
Q4 | $1.2M | Buy |
31,443
+2,208
| +8% | +$84.1K | 0.14% | 95 |
|
|
2018
Q3 | $1.2M | Buy |
29,235
+930
| +3% | +$38.1K | 0.12% | 101 |
|
|
2018
Q2 | $1.19M | Buy |
28,305
+2,618
| +10% | +$110K | 0.13% | 99 |
|
|
2018
Q1 | $1.21M | Sell |
25,687
-1,106
| -4% | -$52K | 0.13% | 102 |
|
|
2017
Q4 | $1.23M | Sell |
26,793
-1,169
| -4% | -$53.7K | 0.13% | 100 |
|
|
2017
Q3 | $1.22M | Buy |
27,962
+4,033
| +17% | +$176K | 0.14% | 96 |
|
|
2017
Q2 | $977K | Buy |
23,929
+7,734
| +48% | +$316K | 0.12% | 109 |
|
|
2017
Q1 | $643K | Sell |
16,195
-1,241
| -7% | -$49.3K | 0.08% | 123 |
|
|
2016
Q4 | $624K | Buy |
17,436
+2,508
| +17% | +$89.8K | 0.09% | 124 |
|
|
2016
Q3 | $562K | Sell |
14,928
-10,142
| -40% | -$382K | 0.1% | 110 |
|
|
2016
Q2 | $883K | Buy |
25,070
+2,083
| +9% | +$73.4K | 0.25% | 83 |
|
|
2016
Q1 | $795K | Sell |
22,987
-5,208
| -18% | -$180K | 0.26% | 73 |
|
|
2015
Q4 | $922K | Buy |
28,195
+2,554
| +10% | +$83.5K | 0.37% | 58 |
|
|
2015
Q3 | $848K | Buy |
25,641
+363
| +1% | +$12K | 0.37% | 53 |
|
|
2015
Q2 | $1.03M | Buy |
25,278
+1,297
| +5% | +$53K | 0.44% | 53 |
|
|
2015
Q1 | $980K | Buy |
23,981
+5,566
| +30% | +$227K | 0.45% | 52 |
|
|
2014
Q4 | $737K | Buy |
18,415
+952
| +5% | +$38.1K | 0.5% | 47 |
|
|
2014
Q3 | $728K | Buy |
17,463
+78
| +0.4% | +$3.25K | 0.5% | 49 |
|
|
2014
Q2 | $750K | Buy |
17,385
+972
| +6% | +$41.9K | 0.57% | 43 |
|
|
2014
Q1 | $666K | Buy |
16,413
+868
| +6% | +$35.2K | 0.55% | 45 |
|
|
2013
Q4 | $640K | Buy |
+15,545
| New | +$640K | 0.53% | 53 |
|