Strategic Financial Partners’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 | $7.77M | Buy |
157,066
+100,842
| +179% | +$4.99M | 3.61% | 8 |
|
|
2025
Q1 | $2.54M | Sell |
56,224
-91,802
| -62% | -$4.15M | 1.34% | 18 |
|
|
2024
Q4 | $6.52M | Buy |
148,026
+96,909
| +190% | +$4.27M | 3.33% | 8 |
|
|
2024
Q3 | $2.45M | Sell |
51,117
-89,582
| -64% | -$4.29M | 1.25% | 19 |
|
|
2024
Q2 | $6.16M | Buy |
140,699
+29,259
| +26% | +$1.28M | 3.39% | 8 |
|
|
2024
Q1 | $4.65M | Sell |
111,440
-53,546
| -32% | -$2.24M | 2.58% | 9 |
|
|
2023
Q4 | $6.78M | Buy |
164,986
+117,052
| +244% | +$4.81M | 3.94% | 7 |
|
|
2023
Q3 | $1.88M | Sell |
47,934
-35,722
| -43% | -$1.4M | 1.14% | 20 |
|
|
2023
Q2 | $3.4M | Sell |
83,656
-38,196
| -31% | -$1.55M | 1.94% | 13 |
|
|
2023
Q1 | $4.92M | Buy |
121,852
+86,763
| +247% | +$3.51M | 3.01% | 10 |
|
|
2022
Q4 | $1.37M | Sell |
35,089
-23
| -0.1% | -$897 | 0.83% | 22 |
|
|
2022
Q3 | $1.28M | Buy |
35,112
+5,014
| +17% | +$183K | 0.82% | 18 |
|
|
2022
Q2 | $1.25M | Sell |
30,098
-98,786
| -77% | -$4.12M | 0.73% | 19 |
|
|
2022
Q1 | $5.95M | Buy |
128,884
+58,123
| +82% | +$2.68M | 3.03% | 8 |
|
|
2021
Q4 | $3.5M | Buy |
70,761
+52,492
| +287% | +$2.6M | 1.72% | 12 |
|
|
2021
Q3 | $914K | Buy |
18,269
+1,703
| +10% | +$85.2K | 0.49% | 29 |
|
|
2021
Q2 | $900K | Sell |
16,566
-207
| -1% | -$11.2K | 0.5% | 26 |
|
|
2021
Q1 | $873K | Buy |
16,773
+890
| +6% | +$46.3K | 0.52% | 26 |
|
|
2020
Q4 | $796K | Sell |
15,883
-161
| -1% | -$8.07K | 0.52% | 26 |
|
|
2020
Q3 | $694K | Sell |
16,044
-573
| -3% | -$24.8K | 0.54% | 27 |
|
|
2020
Q2 | $658K | Sell |
16,617
-4,257
| -20% | -$169K | 0.55% | 28 |
|
|
2020
Q1 | $700K | Sell |
20,874
-9,501
| -31% | -$319K | 0.74% | 25 |
|
|
2019
Q4 | $1.35M | Buy |
+30,375
| New | +$1.35M | 1.11% | 16 |
|