SFS
Summit Financial Strategies’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.7M | Buy |
74,746
+446
| +0.6% | +$22.1K | 0.34% | 29 |
|
|
2025
Q1 | $3.36M | Sell |
74,300
-3,988
| -5% | -$180K | 0.34% | 29 |
|
|
2024
Q4 | $3.45M | Sell |
78,288
-1,039
| -1% | -$45.8K | 0.38% | 30 |
|
|
2024
Q3 | $3.8M | Sell |
79,327
-3,443
| -4% | -$165K | 0.43% | 27 |
|
|
2024
Q2 | $3.62M | Sell |
82,770
-4,737
| -5% | -$207K | 0.45% | 28 |
|
|
2024
Q1 | $3.66M | Sell |
87,507
-16,217
| -16% | -$677K | 0.51% | 25 |
|
|
2023
Q4 | $4.26M | Sell |
103,724
-130,917
| -56% | -$5.38M | 0.65% | 23 |
|
|
2023
Q3 | $9.2M | Buy |
234,641
+42,749
| +22% | +$1.68M | 1.75% | 12 |
|
|
2023
Q2 | $7.81M | Buy |
191,892
+51,843
| +37% | +$2.11M | 1.46% | 13 |
|
|
2023
Q1 | $5.66M | Buy |
140,049
+123,986
| +772% | +$5.01M | 1.11% | 13 |
|
|
2022
Q4 | $626K | Buy |
16,063
+3,500
| +28% | +$136K | 0.13% | 53 |
|
|
2022
Q3 | $458K | Buy |
12,563
+1,276
| +11% | +$46.5K | 0.11% | 64 |
|
|
2022
Q2 | $470K | Sell |
11,287
-255
| -2% | -$10.6K | 0.11% | 65 |
|
|
2022
Q1 | $532K | Buy |
11,542
+4,272
| +59% | +$197K | 0.11% | 60 |
|
|
2021
Q4 | $360K | Buy |
7,270
+2,374
| +48% | +$118K | 0.07% | 79 |
|
|
2021
Q3 | $245K | Buy |
4,896
+403
| +9% | +$20.2K | 0.05% | 101 |
|
|
2021
Q2 | $244K | Buy |
+4,493
| New | +$244K | 0.05% | 105 |
|