Sterling Financial Planning’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 | $310K | Buy |
6,264
+15
| +0.2% | +$742 | 0.1% | 85 |
|
|
2025
Q1 | $283K | Hold |
6,249
| – | – | 0.1% | 90 |
|
|
2024
Q4 | $275K | Buy |
6,249
+90
| +1% | +$3.96K | 0.1% | 90 |
|
|
2024
Q3 | $295K | Buy |
6,159
+11
| +0.2% | +$526 | 0.11% | 89 |
|
|
2024
Q2 | $269K | Sell |
6,148
-3,884
| -39% | -$170K | 0.11% | 91 |
|
|
2024
Q1 | $419K | Buy |
10,032
+3
| +0% | +$125 | 0.17% | 76 |
|
|
2023
Q4 | $412K | Sell |
10,029
-4,918
| -33% | -$202K | 0.18% | 76 |
|
|
2023
Q3 | $586K | Hold |
14,947
| – | – | 0.3% | 54 |
|
|
2023
Q2 | $608K | Sell |
14,947
-296
| -2% | -$12K | 0.3% | 53 |
|
|
2023
Q1 | $616K | Buy |
15,243
+234
| +2% | +$9.45K | 0.33% | 52 |
|
|
2022
Q4 | $585K | Buy |
15,009
+64
| +0.4% | +$2.5K | 0.35% | 51 |
|
|
2022
Q3 | $545K | Sell |
14,945
-3,073
| -17% | -$112K | 0.38% | 51 |
|
|
2022
Q2 | $750K | Buy |
18,018
+855
| +5% | +$35.6K | 0.53% | 38 |
|
|
2022
Q1 | $792K | Buy |
17,163
+549
| +3% | +$25.3K | 0.5% | 38 |
|
|
2021
Q4 | $822K | Buy |
16,614
+130
| +0.8% | +$6.43K | 0.51% | 36 |
|
|
2021
Q3 | $824K | Buy |
16,484
+242
| +1% | +$12.1K | 0.52% | 34 |
|
|
2021
Q2 | $882K | Buy |
16,242
+124
| +0.8% | +$6.73K | 0.57% | 34 |
|
|
2021
Q1 | $839K | Buy |
16,118
+990
| +7% | +$51.5K | 0.6% | 31 |
|
|
2020
Q4 | $758K | Buy |
+15,128
| New | +$758K | 0.61% | 30 |
|