TPG Financial Advisors’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
$3.52M Buy
71,247
+7,421
+12% +$367K 1.41% 25
2025
Q1
$2.89M Sell
63,826
-3,095
-5% -$140K 1.28% 25
2024
Q4
$2.95M Sell
66,921
-19,364
-22% -$853K 1.28% 23
2024
Q3
$4.13M Sell
86,285
-3,074
-3% -$147K 1.86% 18
2024
Q2
$3.91M Buy
+89,359
New +$3.91M 1.85% 18
2023
Q4
$2.98M Sell
73,403
-6,618
-8% -$268K 1.52% 21
2023
Q3
$3.14M Buy
80,021
+13,047
+19% +$512K 1.62% 22
2023
Q2
$2.72M Buy
66,974
+33,282
+99% +$1.35M 1.43% 23
2023
Q1
$1.36M Buy
33,692
+344
+1% +$13.9K 0.74% 27
2022
Q4
$1.3M Sell
33,348
-526
-2% -$20.5K 0.79% 27
2022
Q3
$1.24M Buy
33,874
+494
+1% +$18K 0.76% 26
2022
Q2
$1.39M Sell
33,380
-336
-1% -$14K 0.93% 21
2022
Q1
$1.56M Buy
33,716
+7,279
+28% +$336K 0.94% 20
2021
Q4
$1.31M Sell
26,437
-16,262
-38% -$805K 0.8% 19
2021
Q3
$2.14M Buy
42,699
+2,419
+6% +$121K 1.41% 16
2021
Q2
$2.19M Sell
40,280
-4,672
-10% -$254K 1.54% 15
2021
Q1
$2.34M Sell
44,952
-2,604
-5% -$136K 1.63% 15
2020
Q4
$2.38M Buy
47,556
+7,560
+19% +$379K 1.77% 15
2020
Q3
$1.73M Sell
39,996
-5,474
-12% -$237K 1.48% 15
2020
Q2
$1.8M Sell
45,470
-13,593
-23% -$538K 1.61% 16
2020
Q1
$1.98M Buy
59,063
+34,048
+136% +$1.14M 1.97% 14
2019
Q4
$1.11M Sell
25,015
-1,753
-7% -$77.9K 0.92% 22
2019
Q3
$1.08M Buy
26,768
+10,353
+63% +$417K 0.97% 19
2019
Q2
$708K Sell
16,415
-741
-4% -$32K 0.65% 21
2019
Q1
$740K Sell
17,156
-247
-1% -$10.7K 0.72% 22
2018
Q4
$663K Buy
+17,403
New +$663K 0.72% 26