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