Stonebridge Financial Planning Group’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 | $1.4M | Sell |
28,393
-480
| -2% | -$23.7K | 0.59% | 55 |
|
2025
Q1 | $1.31M | Buy |
28,873
+118
| +0.4% | +$5.34K | 0.6% | 51 |
|
2024
Q4 | $1.27M | Buy |
28,755
+6,321
| +28% | +$278K | 0.57% | 53 |
|
2024
Q3 | $1.07M | Buy |
22,434
+848
| +4% | +$40.6K | 0.51% | 57 |
|
2024
Q2 | $945K | Buy |
21,586
+2,860
| +15% | +$125K | 0.47% | 59 |
|
2024
Q1 | $782K | Buy |
18,726
+3,117
| +20% | +$130K | 0.41% | 70 |
|
2023
Q4 | $642K | Buy |
+15,609
| New | +$642K | 0.37% | 73 |
|