TSWM
Triangle Securities Wealth Management’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 | $5M | Sell |
101,093
-73
| -0.1% | -$3.61K | 1.23% | 21 |
|
2025
Q1 | $4.58M | Buy |
101,166
+2,081
| +2% | +$94.2K | 1.18% | 22 |
|
2024
Q4 | $4.36M | Buy |
99,085
+1,552
| +2% | +$68.4K | 1.12% | 23 |
|
2024
Q3 | $4.67M | Buy |
97,533
+3,690
| +4% | +$177K | 1.21% | 20 |
|
2024
Q2 | $4.11M | Buy |
93,843
+3,333
| +4% | +$146K | 1.16% | 20 |
|
2024
Q1 | $3.78M | Buy |
90,510
+34,352
| +61% | +$1.43M | 1.08% | 21 |
|
2023
Q4 | $2.31M | Buy |
+56,158
| New | +$2.31M | 0.72% | 36 |
|
2020
Q1 | – | Sell |
-7,486
| Closed | -$333K | – | 169 |
|
2019
Q4 | $333K | Sell |
7,486
-66
| -0.9% | -$2.94K | 0.14% | 126 |
|
2019
Q3 | $304K | Buy |
7,552
+4
| +0.1% | +$161 | 0.15% | 133 |
|
2019
Q2 | $322K | Buy |
7,548
+353
| +5% | +$15.1K | 0.16% | 122 |
|
2019
Q1 | $306K | Buy |
7,195
+750
| +12% | +$31.9K | 0.16% | 123 |
|
2018
Q4 | $246K | Buy |
+6,445
| New | +$246K | 0.15% | 125 |
|
2013
Q3 | – | Sell |
-142
| Closed | -$6K | – | 379 |
|
2013
Q2 | $6K | Buy |
+142
| New | +$6K | ﹤0.01% | 476 |
|