Steward Partners Investment Advisory’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 | $28.3M | Buy |
572,342
+28,562
| +5% | +$1.41M | 0.22% | 93 |
|
|
2025
Q1 | $24.6M | Buy |
543,780
+20,455
| +4% | +$926K | 0.22% | 96 |
|
|
2024
Q4 | $23M | Buy |
523,325
+74,175
| +17% | +$3.27M | 0.2% | 99 |
|
|
2024
Q3 | $21.5M | Buy |
449,150
+10,430
| +2% | +$499K | 0.2% | 107 |
|
|
2024
Q2 | $19.2M | Sell |
438,720
-5,593
| -1% | -$245K | 0.2% | 98 |
|
|
2024
Q1 | $18.6M | Buy |
444,313
+26,827
| +6% | +$1.12M | 0.2% | 102 |
|
|
2023
Q4 | $17.2M | Buy |
417,486
+2,593
| +0.6% | +$107K | 0.23% | 87 |
|
|
2023
Q3 | $16.3M | Sell |
414,893
-7,084
| -2% | -$278K | 0.25% | 87 |
|
|
2023
Q2 | $17.2M | Sell |
421,977
-8,113
| -2% | -$330K | 0.26% | 87 |
|
|
2023
Q1 | $17.4M | Buy |
430,090
+363
| +0.1% | +$14.7K | 0.28% | 81 |
|
|
2022
Q4 | $16.8M | Buy |
429,727
+140,398
| +49% | +$5.47M | 0.29% | 82 |
|
|
2022
Q3 | $10.6M | Buy |
289,329
+8,207
| +3% | +$299K | 0.2% | 120 |
|
|
2022
Q2 | $11.7M | Sell |
281,122
-63,547
| -18% | -$2.65M | 0.21% | 115 |
|
|
2022
Q1 | $15.9M | Sell |
344,669
-16,547
| -5% | -$763K | 0.25% | 93 |
|
|
2021
Q4 | $17.9M | Buy |
361,216
+1,882
| +0.5% | +$93.1K | 0.27% | 81 |
|
|
2021
Q3 | $18M | Sell |
359,334
-20,985
| -6% | -$1.05M | 0.31% | 73 |
|
|
2021
Q2 | $20.7M | Buy |
380,319
+894
| +0.2% | +$48.6K | 0.35% | 55 |
|
|
2021
Q1 | $19.7M | Buy |
379,425
+57,001
| +18% | +$2.97M | 0.35% | 59 |
|
|
2020
Q4 | $16.2M | Buy |
322,424
+14,006
| +5% | +$702K | 0.35% | 64 |
|
|
2020
Q3 | $13.3M | Buy |
308,418
+30,450
| +11% | +$1.32M | 0.34% | 70 |
|
|
2020
Q2 | $11M | Buy |
277,968
+7,563
| +3% | +$300K | 0.31% | 76 |
|
|
2020
Q1 | $9.07M | Buy |
270,405
+7,576
| +3% | +$254K | 0.33% | 75 |
|
|
2019
Q4 | $11.7M | Sell |
262,829
-454
| -0.2% | -$20.2K | 0.35% | 66 |
|
|
2019
Q3 | $10.6M | Buy |
263,283
+17,488
| +7% | +$704K | 0.36% | 64 |
|
|
2019
Q2 | $10.5M | Buy |
245,795
+19,732
| +9% | +$839K | 0.38% | 62 |
|
|
2019
Q1 | $9.61M | Buy |
226,063
+35,385
| +19% | +$1.5M | 0.41% | 63 |
|
|
2018
Q4 | $7.26M | Buy |
190,678
+138,363
| +264% | +$5.27M | 0.35% | 75 |
|
|
2018
Q3 | $2.15M | Buy |
52,315
+13,466
| +35% | +$552K | 0.1% | 212 |
|
|
2018
Q2 | $1.64M | Sell |
38,849
-2,463
| -6% | -$104K | 0.1% | 220 |
|
|
2018
Q1 | $1.94M | Sell |
41,312
-20,938
| -34% | -$983K | 0.13% | 176 |
|
|
2017
Q4 | $2.86M | Sell |
62,250
-12,485
| -17% | -$573K | 0.22% | 116 |
|
|
2017
Q3 | $3.26M | Sell |
74,735
-47
| -0.1% | -$2.05K | 0.33% | 76 |
|
|
2017
Q2 | $3.05M | Buy |
74,782
+58,215
| +351% | +$2.38M | 0.34% | 77 |
|
|
2017
Q1 | $658K | Sell |
16,567
-11,711
| -41% | -$465K | 0.1% | 173 |
|
|
2016
Q4 | $1.01M | Buy |
+28,278
| New | +$1.01M | 0.46% | 45 |
|