Strategic Wealth 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 | $202K | Buy |
+4,077
| New | +$202K | 0.02% | 311 |
|
|
2024
Q4 | $257K | Buy |
5,634
+696
| +14% | +$31.7K | 0.02% | 279 |
|
|
2024
Q3 | $236K | Sell |
4,938
-832
| -14% | -$39.8K | 0.02% | 276 |
|
|
2024
Q2 | $252K | Buy |
5,770
+640
| +12% | +$28K | 0.03% | 260 |
|
|
2024
Q1 | $214K | Sell |
5,130
-825
| -14% | -$34.5K | 0.02% | 265 |
|
|
2023
Q4 | $245K | Buy |
5,955
+108
| +2% | +$4.44K | 0.03% | 246 |
|
|
2023
Q3 | $229K | Sell |
5,847
-408
| -7% | -$16K | 0.03% | 265 |
|
|
2023
Q2 | $254K | Sell |
6,255
-868
| -12% | -$35.3K | 0.03% | 259 |
|
|
2023
Q1 | $288K | Buy |
7,123
+1,268
| +22% | +$51.2K | 0.04% | 218 |
|
|
2022
Q4 | $228K | Sell |
5,855
-93
| -2% | -$3.63K | 0.04% | 236 |
|
|
2022
Q3 | $217K | Sell |
5,948
-43
| -0.7% | -$1.57K | 0.05% | 254 |
|
|
2022
Q2 | $250K | Buy |
5,991
+1,054
| +21% | +$44K | 0.05% | 215 |
|
|
2022
Q1 | $228K | Sell |
4,937
-158
| -3% | -$7.3K | 0.04% | 235 |
|
|
2021
Q4 | $252K | Buy |
5,095
+3
| +0.1% | +$148 | 0.05% | 250 |
|
|
2021
Q3 | $255K | Sell |
5,092
-87
| -2% | -$4.36K | 0.07% | 213 |
|
|
2021
Q2 | $281K | Sell |
5,179
-335
| -6% | -$18.2K | 0.09% | 196 |
|
|
2021
Q1 | $287K | Sell |
5,514
-196
| -3% | -$10.2K | 0.11% | 169 |
|
|
2020
Q4 | $286K | Sell |
5,710
-1,791
| -24% | -$89.7K | 0.12% | 150 |
|
|
2020
Q3 | $324K | Sell |
7,501
-87
| -1% | -$3.76K | 0.16% | 120 |
|
|
2020
Q2 | $301K | Sell |
7,588
-5,392
| -42% | -$214K | 0.16% | 112 |
|
|
2020
Q1 | $577K | Hold |
12,980
| – | – | 0.3% | 88 |
|
|
2019
Q4 | $577K | Sell |
12,980
-449
| -3% | -$20K | 0.3% | 88 |
|
|
2019
Q3 | $3.03K | Sell |
13,429
-706
| -5% | -$159 | 0.02% | 195 |
|
|
2019
Q2 | $601K | Sell |
14,135
-10,967
| -44% | -$466K | 0.29% | 87 |
|
|
2019
Q1 | $1.08M | Sell |
25,102
-1,035
| -4% | -$44.6K | 0.5% | 62 |
|
|
2018
Q4 | $1.05M | Buy |
26,137
+716
| +3% | +$28.7K | 0.53% | 55 |
|
|
2018
Q3 | $1.04M | Sell |
25,421
-4,848
| -16% | -$199K | 0.56% | 66 |
|
|
2018
Q2 | $1.28M | Sell |
30,269
-10,864
| -26% | -$458K | 0.74% | 31 |
|
|
2018
Q1 | $1.93M | Sell |
41,133
-51,761
| -56% | -$2.43M | 1% | 24 |
|
|
2017
Q4 | $4.16M | Buy |
+92,894
| New | +$4.16M | 2.31% | 4 |
|