Strategic 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 | $15.2M | Buy |
306,874
+5,945
| +2% | +$294K | 9.45% | 4 |
|
|
2025
Q1 | $13.6M | Buy |
300,929
+3,658
| +1% | +$166K | 9.39% | 4 |
|
|
2024
Q4 | $13.1M | Buy |
297,271
+12,661
| +4% | +$558K | 8.92% | 3 |
|
|
2024
Q3 | $13.6M | Buy |
284,610
+602
| +0.2% | +$28.8K | 9% | 3 |
|
|
2024
Q2 | $12.4M | Buy |
284,008
+25,673
| +10% | +$1.12M | 8.96% | 4 |
|
|
2024
Q1 | $10.8M | Buy |
258,335
+13,618
| +6% | +$569K | 8.07% | 4 |
|
|
2023
Q4 | $10.1M | Sell |
244,717
-4,726
| -2% | -$194K | 7.86% | 4 |
|
|
2023
Q3 | $9.78M | Buy |
249,443
+7,590
| +3% | +$298K | 9.01% | 4 |
|
|
2023
Q2 | $9.84M | Buy |
241,853
+13,304
| +6% | +$541K | 8.71% | 4 |
|
|
2023
Q1 | $9.23M | Buy |
228,549
+4,482
| +2% | +$181K | 8.44% | 4 |
|
|
2022
Q4 | $8.73M | Buy |
224,067
+57,703
| +35% | +$2.25M | 8.46% | 4 |
|
|
2022
Q3 | $6.07M | Sell |
166,364
-31,510
| -16% | -$1.15M | 6.32% | 5 |
|
|
2022
Q2 | $8.24M | Buy |
197,874
+30,288
| +18% | +$1.26M | 7.93% | 4 |
|
|
2022
Q1 | $7.73M | Sell |
167,586
-33,547
| -17% | -$1.55M | 6.43% | 5 |
|
|
2021
Q4 | $9.95M | Sell |
201,133
-529
| -0.3% | -$26.2K | 7.15% | 4 |
|
|
2021
Q3 | $10.1M | Buy |
201,662
+13,700
| +7% | +$685K | 7.38% | 4 |
|
|
2021
Q2 | $10.2M | Buy |
187,962
+384
| +0.2% | +$20.9K | 7.37% | 4 |
|
|
2021
Q1 | $9.76M | Buy |
187,578
+25,141
| +15% | +$1.31M | 7.28% | 4 |
|
|
2020
Q4 | $8.14M | Buy |
162,437
+6,386
| +4% | +$320K | 7.13% | 4 |
|
|
2020
Q3 | $6.75M | Sell |
156,051
-1,779
| -1% | -$76.9K | 7.02% | 4 |
|
|
2020
Q2 | $6.25M | Sell |
157,830
-92,819
| -37% | -$3.68M | 6.96% | 4 |
|
|
2020
Q1 | $8.41M | Buy |
250,649
+234,242
| +1,428% | +$7.86M | 11.14% | 3 |
|
|
2019
Q4 | $730K | Buy |
+16,407
| New | +$730K | 0.71% | 21 |
|