SVWAG
Sound View Wealth Advisors Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Sell |
20,837
-1,443
| -6% | -$71.4K | 0.08% | 184 |
|
|
2025
Q1 | $1.01M | Buy |
22,280
+910
| +4% | +$41.2K | 0.08% | 173 |
|
|
2024
Q4 | $941K | Buy |
21,370
+29
| +0.1% | +$1.28K | 0.08% | 185 |
|
|
2024
Q3 | $1.02M | Buy |
21,341
+3,610
| +20% | +$173K | 0.08% | 176 |
|
|
2024
Q2 | $776K | Sell |
17,731
-51
| -0.3% | -$2.23K | 0.08% | 182 |
|
|
2024
Q1 | $743K | Sell |
17,782
-734
| -4% | -$30.7K | 0.08% | 193 |
|
|
2023
Q4 | $761K | Sell |
18,516
-24,784
| -57% | -$1.02M | 0.08% | 193 |
|
|
2023
Q3 | $1.7M | Buy |
43,300
+2,090
| +5% | +$81.9K | 0.21% | 104 |
|
|
2023
Q2 | $1.68M | Buy |
41,210
+1,455
| +4% | +$59.2K | 0.22% | 98 |
|
|
2023
Q1 | $1.61M | Buy |
39,755
+21,239
| +115% | +$858K | 0.22% | 102 |
|
|
2022
Q4 | $761K | Buy |
18,516
+9,203
| +99% | +$378K | 0.08% | 193 |
|
|
2022
Q3 | $340K | Buy |
9,313
+1
| +0% | +$37 | 0.08% | 198 |
|
|
2022
Q2 | $388K | Buy |
9,312
+63
| +0.7% | +$2.63K | 0.08% | 188 |
|
|
2022
Q1 | $427K | Buy |
9,249
+230
| +3% | +$10.6K | 0.08% | 193 |
|
|
2021
Q4 | $446K | Sell |
9,019
-50
| -0.6% | -$2.47K | 0.08% | 189 |
|
|
2021
Q3 | $454K | Sell |
9,069
-137
| -1% | -$6.86K | 0.09% | 181 |
|
|
2021
Q2 | $500K | Sell |
9,206
-636
| -6% | -$34.5K | 0.11% | 171 |
|
|
2021
Q1 | $512K | Buy |
9,842
+297
| +3% | +$15.5K | 0.12% | 158 |
|
|
2020
Q4 | $478K | Sell |
9,545
-507
| -5% | -$25.4K | 0.12% | 156 |
|
|
2020
Q3 | $435K | Sell |
10,052
-1,851
| -16% | -$80.1K | 0.11% | 157 |
|
|
2020
Q2 | $471K | Sell |
11,903
-4,334
| -27% | -$171K | 0.13% | 135 |
|
|
2020
Q1 | $545K | Sell |
16,237
-8,144
| -33% | -$273K | 0.19% | 112 |
|
|
2019
Q4 | $1.08M | Buy |
24,381
+1,118
| +5% | +$49.7K | 0.31% | 90 |
|
|
2019
Q3 | $937K | Sell |
23,263
-677
| -3% | -$27.3K | 0.28% | 94 |
|
|
2019
Q2 | $1.02M | Buy |
+23,940
| New | +$1.02M | 0.3% | 92 |
|