SWP
Summit Wealth Partners’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 | $2.37M | Sell |
48,007
-2,197
| -4% | -$109K | 0.45% | 48 |
|
|
2025
Q1 | $2.27M | Sell |
50,204
-1,744
| -3% | -$78.9K | 0.46% | 48 |
|
|
2024
Q4 | $2.29M | Sell |
51,948
-3,083
| -6% | -$136K | 0.47% | 46 |
|
|
2024
Q3 | $2.63M | Sell |
55,031
-4,430
| -7% | -$212K | 0.51% | 42 |
|
|
2024
Q2 | $2.6M | Sell |
59,461
-19,134
| -24% | -$837K | 0.54% | 40 |
|
|
2024
Q1 | $3.28M | Sell |
78,595
-9,414
| -11% | -$393K | 0.7% | 34 |
|
|
2023
Q4 | $3.62M | Sell |
88,009
-11,255
| -11% | -$463K | 0.84% | 30 |
|
|
2023
Q3 | $3.89M | Buy |
99,264
+4,807
| +5% | +$188K | 0.99% | 25 |
|
|
2023
Q2 | $3.84M | Buy |
94,457
+391
| +0.4% | +$15.9K | 0.96% | 26 |
|
|
2023
Q1 | $3.8M | Buy |
94,066
+698
| +0.7% | +$28.2K | 0.98% | 25 |
|
|
2022
Q4 | $3.64M | Buy |
93,368
+18,548
| +25% | +$723K | 0.97% | 27 |
|
|
2022
Q3 | $2.73M | Sell |
74,820
-930
| -1% | -$33.9K | 0.77% | 31 |
|
|
2022
Q2 | $3.15M | Buy |
75,750
+28,387
| +60% | +$1.18M | 0.84% | 28 |
|
|
2022
Q1 | $2.18M | Sell |
47,363
-4,447
| -9% | -$205K | 0.49% | 33 |
|
|
2021
Q4 | $2.56M | Buy |
51,810
+15,634
| +43% | +$773K | 0.55% | 33 |
|
|
2021
Q3 | $1.81M | Sell |
36,176
-1,371
| -4% | -$68.6K | 0.43% | 34 |
|
|
2021
Q2 | $2.04M | Buy |
37,547
+5,158
| +16% | +$280K | 0.49% | 33 |
|
|
2021
Q1 | $1.69M | Buy |
32,389
+2,359
| +8% | +$123K | 0.43% | 35 |
|
|
2020
Q4 | $1.5M | Sell |
30,030
-4,020
| -12% | -$201K | 0.41% | 38 |
|
|
2020
Q3 | $1.47M | Sell |
34,050
-2,642
| -7% | -$114K | 0.44% | 40 |
|
|
2020
Q2 | $1.45M | Buy |
36,692
+19,643
| +115% | +$778K | 0.47% | 40 |
|
|
2020
Q1 | $572K | Buy |
+17,049
| New | +$572K | 0.23% | 57 |
|