TrueWealth Financial 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 | $15.8M | Sell |
318,764
-30,463
| -9% | -$1.51M | 8.69% | 3 |
|
2025
Q1 | $15.8M | Sell |
349,227
-14,382
| -4% | -$651K | 9.54% | 3 |
|
2024
Q4 | $16M | Buy |
363,609
+3,296
| +0.9% | +$145K | 9.94% | 3 |
|
2024
Q3 | $17.2M | Buy |
360,313
+16,926
| +5% | +$810K | 10.38% | 1 |
|
2024
Q2 | $15M | Buy |
343,387
+27,130
| +9% | +$1.19M | 9.7% | 4 |
|
2024
Q1 | $13.2M | Buy |
316,257
+7,335
| +2% | +$306K | 9.27% | 7 |
|
2023
Q4 | $12.7M | Buy |
308,922
+6,160
| +2% | +$253K | 9.65% | 6 |
|
2023
Q3 | $11.9M | Buy |
302,762
+13,254
| +5% | +$520K | 9.76% | 5 |
|
2023
Q2 | $11.8M | Buy |
289,508
+3,337
| +1% | +$136K | 9.74% | 6 |
|
2023
Q1 | $11.6M | Buy |
286,171
+29,131
| +11% | +$1.18M | 9.97% | 4 |
|
2022
Q4 | $10M | Buy |
257,040
+10,952
| +4% | +$427K | 9.71% | 4 |
|
2022
Q3 | $8.98M | Buy |
246,088
+13,997
| +6% | +$511K | 9.75% | 3 |
|
2022
Q2 | $9.67M | Buy |
232,091
+20,530
| +10% | +$855K | 10.14% | 3 |
|
2022
Q1 | $9.76M | Buy |
211,561
+15,453
| +8% | +$713K | 9.38% | 7 |
|
2021
Q4 | $9.7M | Buy |
+196,108
| New | +$9.7M | 9.48% | 7 |
|