Shakespeare Wealth 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 | $953K | Buy |
19,269
+437
| +2% | +$21.6K | 0.25% | 42 |
|
|
2025
Q1 | $852K | Sell |
18,832
-4,543
| -19% | -$206K | 0.23% | 42 |
|
|
2024
Q4 | $1.03M | Buy |
23,375
+2,253
| +11% | +$99.2K | 0.28% | 37 |
|
|
2024
Q3 | $1.01M | Sell |
21,122
-860
| -4% | -$41.2K | 0.26% | 39 |
|
|
2024
Q2 | $962K | Buy |
21,982
+2,833
| +15% | +$124K | 0.28% | 38 |
|
|
2024
Q1 | $800K | Sell |
19,149
-715
| -4% | -$29.9K | 0.23% | 43 |
|
|
2023
Q4 | $816K | Sell |
19,864
-1,485
| -7% | -$61K | 0.25% | 37 |
|
|
2023
Q3 | $837K | Sell |
21,349
-1,304
| -6% | -$51.1K | 0.29% | 36 |
|
|
2023
Q2 | $922K | Sell |
22,653
-3,581
| -14% | -$146K | 0.32% | 34 |
|
|
2023
Q1 | $1.06M | Sell |
26,234
-3,825
| -13% | -$155K | 0.38% | 32 |
|
|
2022
Q4 | $1.17M | Buy |
30,059
+1,770
| +6% | +$69K | 0.43% | 31 |
|
|
2022
Q3 | $1.03M | Buy |
28,289
+1,846
| +7% | +$67.3K | 0.44% | 32 |
|
|
2022
Q2 | $1.11M | Buy |
26,443
+5,514
| +26% | +$231K | 0.45% | 32 |
|
|
2022
Q1 | $1M | Buy |
20,929
+5,218
| +33% | +$250K | 0.36% | 34 |
|
|
2021
Q4 | $777K | Buy |
15,711
+1,767
| +13% | +$87.4K | 0.28% | 39 |
|
|
2021
Q3 | $698K | Buy |
13,944
+171
| +1% | +$8.56K | 0.27% | 40 |
|
|
2021
Q2 | $706K | Sell |
13,773
-295
| -2% | -$15.1K | 0.27% | 37 |
|
|
2021
Q1 | $732K | Sell |
14,068
-555
| -4% | -$28.9K | 0.3% | 37 |
|
|
2020
Q4 | $733K | Sell |
14,623
-510
| -3% | -$25.6K | 0.32% | 36 |
|
|
2020
Q3 | $654K | Sell |
15,133
-228
| -1% | -$9.85K | 0.34% | 39 |
|
|
2020
Q2 | $608K | Buy |
+15,361
| New | +$608K | 0.36% | 37 |
|