V Wealth 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
2023
Q3
Sell
-15,439
Closed -$628K 367
2023
Q2
$628K Sell
15,439
-401
-3% -$16.3K 0.1% 177
2023
Q1
$640K Sell
15,840
-1,071
-6% -$43.3K 0.12% 165
2022
Q4
$659K Sell
16,911
-276
-2% -$10.8K 0.14% 158
2022
Q3
$627K Sell
17,187
-1,646
-9% -$60K 0.13% 161
2022
Q2
$784K Buy
18,833
+548
+3% +$22.8K 0.15% 163
2022
Q1
$843K Buy
18,285
+143
+0.8% +$6.59K 0.13% 171
2021
Q4
$897K Sell
18,142
-3,234
-15% -$160K 0.13% 172
2021
Q3
$1.07M Buy
21,376
+456
+2% +$22.8K 0.17% 145
2021
Q2
$1.14M Buy
20,920
+1,946
+10% +$106K 0.18% 135
2021
Q1
$988K Buy
18,974
+1,826
+11% +$95.1K 0.18% 141
2020
Q4
$859K Buy
+17,148
New +$859K 0.18% 150
2020
Q3
Sell
-18,990
Closed -$752K 346
2020
Q2
$752K Sell
18,990
-1,647
-8% -$65.2K 0.2% 130
2020
Q1
$692K Sell
20,637
-8,930
-30% -$299K 0.22% 121
2019
Q4
$1.19M Hold
29,567
0.43% 63
2019
Q3
$1.19M Buy
29,567
+1,012
+4% +$40.7K 0.43% 63
2019
Q2
$1.22M Buy
28,555
+3,442
+14% +$147K 0.46% 64
2019
Q1
$1.09M Buy
25,113
+6,397
+34% +$278K 0.44% 64
2018
Q4
$740K Sell
18,716
-743
-4% -$29.4K 0.38% 72
2018
Q3
$796K Buy
19,459
+1,506
+8% +$61.6K 0.37% 75
2018
Q2
$772K Buy
17,953
+1,025
+6% +$44.1K 0.43% 64
2018
Q1
$786K Sell
16,928
-643
-4% -$29.9K 0.42% 66
2017
Q4
$842K Buy
17,571
+931
+6% +$44.6K 0.42% 61
2017
Q3
$727K Buy
16,640
+150
+0.9% +$6.55K 0.37% 64
2017
Q2
$672K Sell
16,490
-540
-3% -$22K 0.31% 71
2017
Q1
$680K Sell
17,030
-532
-3% -$21.2K 0.42% 70
2016
Q4
$630K Sell
17,562
-127
-0.7% -$4.56K 0.46% 68
2016
Q3
$664K Sell
17,689
-59
-0.3% -$2.22K 0.54% 63
2016
Q2
$627K Buy
17,748
+255
+1% +$9.01K 0.51% 66
2016
Q1
$606K Buy
+17,493
New +$606K 0.48% 65