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 |
|