TFA
Tobias Financial Advisors’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 | $17.5M | Buy |
354,584
+15,790
| +5% | +$781K | 3% | 9 |
|
|
2025
Q1 | $15.3M | Buy |
338,794
+14,015
| +4% | +$634K | 2.98% | 9 |
|
|
2024
Q4 | $14.3M | Buy |
324,779
+15,277
| +5% | +$673K | 2.88% | 9 |
|
|
2024
Q3 | $14.8M | Buy |
309,502
+11,144
| +4% | +$533K | 2.97% | 8 |
|
|
2024
Q2 | $13.1M | Buy |
298,358
+100,098
| +50% | +$4.38M | 2.82% | 8 |
|
|
2024
Q1 | $8.28M | Buy |
198,260
+14,315
| +8% | +$598K | 1.88% | 15 |
|
|
2023
Q4 | $7.56M | Buy |
183,945
+9,981
| +6% | +$410K | 1.84% | 14 |
|
|
2023
Q3 | $6.82M | Buy |
173,964
+8,691
| +5% | +$341K | 1.79% | 16 |
|
|
2023
Q2 | $6.72M | Buy |
165,273
+8,410
| +5% | +$342K | 1.81% | 16 |
|
|
2023
Q1 | $6.34M | Buy |
156,863
+2,382
| +2% | +$96.2K | 1.86% | 16 |
|
|
2022
Q4 | $6.02M | Buy |
154,481
+13,322
| +9% | +$519K | 1.98% | 14 |
|
|
2022
Q3 | $5.15M | Buy |
141,159
+19,818
| +16% | +$723K | 1.82% | 16 |
|
|
2022
Q2 | $5.05M | Sell |
121,341
-21,129
| -15% | -$880K | 1.7% | 18 |
|
|
2022
Q1 | $6.57M | Buy |
142,470
+114,371
| +407% | +$5.28M | 2.27% | 13 |
|
|
2021
Q4 | $1.39M | Sell |
28,099
-81,848
| -74% | -$4.05M | 0.11% | 64 |
|
|
2021
Q3 | $5.5M | Buy |
109,947
+14,026
| +15% | +$701K | 2.06% | 13 |
|
|
2021
Q2 | $5.21M | Buy |
95,921
+6,255
| +7% | +$340K | 2.06% | 13 |
|
|
2021
Q1 | $4.67M | Sell |
89,666
-1,976
| -2% | -$103K | 1.98% | 14 |
|
|
2020
Q4 | $4.59M | Buy |
91,642
+2,366
| +3% | +$119K | 2.1% | 12 |
|
|
2020
Q3 | $3.86M | Buy |
89,276
+2,680
| +3% | +$116K | 2.12% | 12 |
|
|
2020
Q2 | $3.43M | Sell |
86,596
-12,884
| -13% | -$510K | 2.01% | 12 |
|
|
2020
Q1 | $3.34M | Buy |
99,480
+9,005
| +10% | +$302K | 2.41% | 10 |
|
|
2019
Q4 | $4.02M | Buy |
+90,475
| New | +$4.02M | 2.57% | 12 |
|