SWG
Summit Wealth Group’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 | $5.59M | Buy |
113,003
+4,351
| +4% | +$215K | 1.44% | 22 |
|
|
2025
Q1 | $4.92M | Buy |
108,652
+105
| +0.1% | +$4.75K | 1.44% | 20 |
|
|
2024
Q4 | $4.78M | Buy |
108,547
+4,696
| +5% | +$207K | 1.38% | 22 |
|
|
2024
Q3 | $4.97M | Buy |
103,851
+5,873
| +6% | +$281K | 1.43% | 20 |
|
|
2024
Q2 | $4.29M | Buy |
+97,978
| New | +$4.29M | 1.29% | 19 |
|
|
2023
Q3 | – | Sell |
-85,037
| Closed | -$3.46M | – | 78 |
|
|
2023
Q2 | $3.46M | Sell |
85,037
-3,336,226
| -98% | -$136M | 1.4% | 16 |
|
|
2023
Q1 | $85K | Buy |
+3,421,263
| New | +$85K | 2.03% | 12 |
|
|
2021
Q4 | – | Sell |
-8,848
| Closed | -$442K | – | 52 |
|
|
2021
Q3 | $442K | Buy |
+8,848
| New | +$442K | 0.7% | 25 |
|
|
2021
Q1 | – | Sell |
-72,401
| Closed | -$3.63M | – | 220 |
|
|
2020
Q4 | $3.63M | Sell |
72,401
-12,723
| -15% | -$638K | 2.28% | 13 |
|
|
2020
Q3 | $3.68M | Buy |
85,124
+2,327
| +3% | +$101K | 3.2% | 12 |
|
|
2020
Q2 | $3.28M | Sell |
82,797
-5,393
| -6% | -$214K | 3% | 12 |
|
|
2020
Q1 | $2.96M | Buy |
88,190
+3,777
| +4% | +$127K | 3% | 11 |
|
|
2019
Q4 | $3.75M | Buy |
+84,413
| New | +$3.75M | 3.54% | 9 |
|