Summit Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.37M Sell
2025
Q1
$2.27M Sell
2024
Q4
$2.29M Sell
2024
Q3
$2.63M Sell
2024
Q2
$2.6M Sell
2024
Q1
$3.28M Sell
2023
Q4
$3.62M Sell
2023
Q3
$3.89M Buy
2023
Q2
$3.84M Buy
2023
Q1
$3.8M Buy
2022
Q4
$3.64M Buy
2022
Q3
$2.73M Sell
2022
Q2
$3.15M Buy
2022
Q1
$2.18M Sell
2021
Q4
$2.56M Buy
2021
Q3
$1.81M Sell
2021
Q2
$2.04M Buy
2021
Q1
$1.69M Buy
2020
Q4
$1.5M Sell
2020
Q3
$1.47M Sell
2020
Q2
$1.45M Buy
2020
Q1
$572K Buy