Summit Wealth & Retirement Planning’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 | $499K | Buy |
10,084
+3,829
| +61% | +$189K | 0.13% | 54 |
|
|
2025
Q1 | $283K | Buy |
6,255
+468
| +8% | +$21.2K | 0.09% | 60 |
|
|
2024
Q4 | $255K | Buy |
+5,787
| New | +$255K | 0.08% | 65 |
|
|
2022
Q3 | – | Sell |
-7,221
| Closed | -$301K | – | 117 |
|
|
2022
Q2 | $301K | Buy |
+7,221
| New | +$301K | 0.12% | 90 |
|
|
2021
Q4 | – | Sell |
-5,792
| Closed | -$290K | – | 98 |
|
|
2021
Q3 | $290K | Buy |
+5,792
| New | +$290K | 0.11% | 74 |
|