Smith Salley 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 | $398K | Hold |
8,052
| – | – | 0.02% | 190 |
|
2025
Q1 | $364K | Sell |
8,052
-85
| -1% | -$3.85K | 0.02% | 193 |
|
2024
Q4 | $358K | Sell |
8,137
-39
| -0.5% | -$1.72K | 0.02% | 193 |
|
2024
Q3 | $391K | Sell |
8,176
-253
| -3% | -$12.1K | 0.03% | 192 |
|
2024
Q2 | $369K | Sell |
8,429
-1,198
| -12% | -$52.4K | 0.03% | 184 |
|
2024
Q1 | $402K | Sell |
9,627
-2,384
| -20% | -$99.6K | 0.03% | 179 |
|
2023
Q4 | $494K | Sell |
12,011
-1,401
| -10% | -$57.6K | 0.03% | 181 |
|
2023
Q3 | $526K | Buy |
13,412
+1,338
| +11% | +$52.5K | 0.04% | 171 |
|
2023
Q2 | $491K | Buy |
12,074
+33
| +0.3% | +$1.34K | 0.04% | 173 |
|
2023
Q1 | $486K | Buy |
+12,041
| New | +$486K | 0.04% | 172 |
|
2022
Q1 | – | Sell |
-4,636
| Closed | -$229K | – | 256 |
|
2021
Q4 | $229K | Buy |
+4,636
| New | +$229K | 0.02% | 230 |
|