SkyOak Wealth’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 | $5.71M | Buy |
115,407
+3,544
| +3% | +$175K | 1.15% | 26 |
|
2025
Q1 | $5.06M | Buy |
111,863
+9,051
| +9% | +$410K | 1.11% | 24 |
|
2024
Q4 | $4.53M | Buy |
102,812
+8,275
| +9% | +$364K | 0.97% | 28 |
|
2024
Q3 | $4.52M | Buy |
94,537
+6,982
| +8% | +$334K | 1% | 27 |
|
2024
Q2 | $3.83M | Buy |
87,555
+2,792
| +3% | +$122K | 0.89% | 32 |
|
2024
Q1 | $3.54M | Buy |
84,763
+2,407
| +3% | +$101K | 0.85% | 30 |
|
2023
Q4 | $3.38M | Sell |
82,356
-268
| -0.3% | -$11K | 0.88% | 29 |
|
2023
Q3 | $3.24M | Buy |
82,624
+6,769
| +9% | +$265K | 0.95% | 29 |
|
2023
Q2 | $3.09M | Buy |
75,855
+5,591
| +8% | +$227K | 0.87% | 32 |
|
2023
Q1 | $2.84M | Buy |
70,264
+6,888
| +11% | +$278K | 0.87% | 33 |
|
2022
Q4 | $2.47M | Buy |
63,376
+3,340
| +6% | +$130K | 0.83% | 32 |
|
2022
Q3 | $2.19M | Buy |
60,036
+10,557
| +21% | +$385K | 0.79% | 35 |
|
2022
Q2 | $2.06M | Buy |
49,479
+6,450
| +15% | +$269K | 0.7% | 42 |
|
2022
Q1 | $1.99M | Buy |
43,029
+2,756
| +7% | +$127K | 0.55% | 51 |
|
2021
Q4 | $1.99M | Buy |
40,273
+5,199
| +15% | +$257K | 0.51% | 54 |
|
2021
Q3 | $1.75M | Buy |
35,074
+772
| +2% | +$38.6K | 0.47% | 60 |
|
2021
Q2 | $1.86M | Buy |
34,302
+4,839
| +16% | +$263K | 0.5% | 54 |
|
2021
Q1 | $1.59M | Buy |
29,463
+4,302
| +17% | +$232K | 0.44% | 60 |
|
2020
Q4 | $1.26M | Buy |
25,161
+2,369
| +10% | +$119K | 0.39% | 70 |
|
2020
Q3 | $986K | Buy |
22,792
+1,661
| +8% | +$71.9K | 0.35% | 73 |
|
2020
Q2 | $837K | Buy |
+21,131
| New | +$837K | 0.31% | 79 |
|
2020
Q1 | – | Sell |
-73,934
| Closed | -$3.29M | – | 313 |
|
2019
Q4 | $3.29M | Buy |
+73,934
| New | +$3.29M | 1.02% | 24 |
|