Synergy Financial Group’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 | $1.44M | Sell |
29,209
-216
| -0.7% | -$10.7K | 1.06% | 22 |
|
|
2025
Q1 | $1.33M | Buy |
29,425
+4,763
| +19% | +$216K | 1.2% | 21 |
|
|
2024
Q4 | $1.09M | Buy |
24,662
+1,298
| +6% | +$57.2K | 0.91% | 28 |
|
|
2024
Q3 | $1.12M | Buy |
23,364
+533
| +2% | +$25.5K | 1.06% | 20 |
|
|
2024
Q2 | $999K | Buy |
22,831
+3,662
| +19% | +$160K | 1.05% | 24 |
|
|
2024
Q1 | $801K | Buy |
19,169
+10,726
| +127% | +$448K | 0.9% | 27 |
|
|
2023
Q4 | $347K | Buy |
8,443
+1,032
| +14% | +$42.4K | 0.43% | 52 |
|
|
2023
Q3 | $291K | Buy |
7,411
+2,148
| +41% | +$84.2K | 0.41% | 55 |
|
|
2023
Q2 | $214K | Hold |
5,263
| – | – | 0.29% | 78 |
|
|
2023
Q1 | $213K | Buy |
+5,263
| New | +$213K | 0.35% | 74 |
|