Triad Wealth Partners’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
$567K Buy
11,454
+3,131
+38% +$155K 0.11% 138
2025
Q1
$377K Buy
8,323
+995
+14% +$45K 0.12% 131
2024
Q4
$323K Buy
+7,328
New +$323K 0.12% 126
2024
Q3
Sell
-1,525
Closed -$66.7K 926
2024
Q2
$66.7K Buy
+1,525
New +$66.7K 0.04% 186