SIAP
Sterling Investment Advisors (Pennsylvania)’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 | $603K | Sell |
12,195
-656
| -5% | -$32.4K | 0.13% | 117 |
|
|
2025
Q1 | $582K | Hold |
12,851
| – | – | 0.14% | 113 |
|
|
2024
Q4 | $566K | Sell |
12,851
-1,559
| -11% | -$68.7K | 0.14% | 103 |
|
|
2024
Q3 | $690K | Buy |
14,410
+2,918
| +25% | +$140K | 0.17% | 90 |
|
|
2024
Q2 | $503K | Sell |
11,492
-1,950
| -15% | -$85.3K | 0.14% | 102 |
|
|
2024
Q1 | $561K | Buy |
13,442
+1,002
| +8% | +$41.9K | 0.16% | 97 |
|
|
2023
Q4 | $511K | Hold |
12,440
| – | – | 0.16% | 96 |
|
|
2023
Q3 | $488K | Hold |
12,440
| – | – | 0.17% | 97 |
|
|
2023
Q2 | $506K | Buy |
12,440
+212
| +2% | +$8.62K | 0.17% | 95 |
|
|
2023
Q1 | $494K | Buy |
12,228
+131
| +1% | +$5.29K | 0.17% | 98 |
|
|
2022
Q4 | $472K | Buy |
12,097
+200
| +2% | +$7.8K | 0.17% | 99 |
|
|
2022
Q3 | $434K | Sell |
11,897
-566
| -5% | -$20.6K | 0.16% | 103 |
|
|
2022
Q2 | $519K | Sell |
12,463
-155
| -1% | -$6.46K | 0.18% | 98 |
|
|
2022
Q1 | $582K | Buy |
12,618
+450
| +4% | +$20.8K | 0.17% | 104 |
|
|
2021
Q4 | $602K | Sell |
12,168
-850
| -7% | -$42.1K | 0.17% | 106 |
|
|
2021
Q3 | $651K | Hold |
13,018
| – | – | 0.19% | 103 |
|
|
2021
Q2 | $707K | Hold |
13,018
| – | – | 0.21% | 104 |
|
|
2021
Q1 | $678K | Hold |
13,018
| – | – | 0.22% | 103 |
|
|
2020
Q4 | $652K | Hold |
13,018
| – | – | 0.22% | 91 |
|
|
2020
Q3 | $563K | Hold |
13,018
| – | – | 0.22% | 91 |
|
|
2020
Q2 | $515K | Buy |
13,018
+1,000
| +8% | +$39.6K | 0.21% | 91 |
|
|
2020
Q1 | $403K | Buy |
12,018
+2,628
| +28% | +$88.1K | 0.21% | 86 |
|
|
2019
Q4 | $417K | Buy |
9,390
+1,928
| +26% | +$85.6K | 0.19% | 86 |
|
|
2019
Q3 | $300K | Sell |
7,462
-600
| -7% | -$24.1K | 0.15% | 85 |
|
|
2019
Q2 | $343K | Sell |
8,062
-350
| -4% | -$14.9K | 0.18% | 88 |
|
|
2019
Q1 | $358K | Sell |
8,412
-100
| -1% | -$4.26K | 0.18% | 90 |
|
|
2018
Q4 | $324K | Sell |
8,512
-78
| -0.9% | -$2.97K | 0.19% | 89 |
|
|
2018
Q3 | $352K | Buy |
8,590
+587
| +7% | +$24.1K | 0.19% | 90 |
|
|
2018
Q2 | $337K | Buy |
8,003
+478
| +6% | +$20.1K | 0.2% | 86 |
|
|
2018
Q1 | $354K | Buy |
7,525
+170
| +2% | +$8K | 0.22% | 84 |
|
|
2017
Q4 | $338K | Buy |
7,355
+350
| +5% | +$16.1K | 0.21% | 86 |
|
|
2017
Q3 | $305K | Sell |
7,005
-1,000
| -12% | -$43.5K | 0.2% | 85 |
|
|
2017
Q2 | $327K | Hold |
8,005
| – | – | 0.22% | 84 |
|
|
2017
Q1 | $318K | Sell |
8,005
-500
| -6% | -$19.9K | 0.23% | 80 |
|
|
2016
Q4 | $304K | Buy |
+8,505
| New | +$304K | 0.24% | 75 |
|