Valley Wealth Managers’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 | $1.49M | Sell |
30,117
-610
| -2% | -$30.2K | 0.11% | 121 |
|
2025
Q1 | $1.39M | Sell |
30,727
-1,199
| -4% | -$54.3K | 0.11% | 121 |
|
2024
Q4 | $1.41M | Sell |
31,926
-3,491
| -10% | -$154K | 0.11% | 120 |
|
2024
Q3 | $1.69M | Buy |
35,417
+199
| +0.6% | +$9.52K | 0.13% | 117 |
|
2024
Q2 | $1.54M | Sell |
35,218
-768
| -2% | -$33.6K | 0.12% | 120 |
|
2024
Q1 | $1.5M | Buy |
35,986
+93
| +0.3% | +$3.89K | 0.11% | 118 |
|
2023
Q4 | $1.48M | Buy |
35,893
+272
| +0.8% | +$11.2K | 0.12% | 117 |
|
2023
Q3 | $1.4M | Sell |
35,621
-2,985
| -8% | -$117K | 0.12% | 121 |
|
2023
Q2 | $1.57M | Sell |
38,606
-727
| -2% | -$29.6K | 0.14% | 100 |
|
2023
Q1 | $1.59M | Buy |
39,333
+4,949
| +14% | +$200K | 0.14% | 99 |
|
2022
Q4 | $1.34M | Buy |
34,384
+1,032
| +3% | +$40.2K | 0.12% | 104 |
|
2022
Q3 | $1.22M | Sell |
33,352
-2,267
| -6% | -$82.7K | 0.12% | 105 |
|
2022
Q2 | $1.48M | Sell |
35,619
-8,163
| -19% | -$340K | 0.14% | 101 |
|
2022
Q1 | $2.02M | Buy |
43,782
+954
| +2% | +$44K | 0.17% | 101 |
|
2021
Q4 | $2.12M | Sell |
42,828
-2,017
| -4% | -$99.8K | 0.17% | 101 |
|
2021
Q3 | $2.24M | Buy |
44,845
+195
| +0.4% | +$9.75K | 0.2% | 98 |
|
2021
Q2 | $2.43M | Buy |
44,650
+5,340
| +14% | +$290K | 0.21% | 96 |
|
2021
Q1 | $2.05M | Buy |
39,310
+4,337
| +12% | +$226K | 0.18% | 96 |
|
2020
Q4 | $1.75M | Sell |
34,973
-1,645
| -4% | -$82.4K | 0.17% | 99 |
|
2020
Q3 | $1.58M | Sell |
36,618
-4,158
| -10% | -$180K | 0.17% | 94 |
|
2020
Q2 | $1.62M | Buy |
40,776
+5,576
| +16% | +$221K | 0.18% | 93 |
|
2020
Q1 | $1.18M | Buy |
35,200
+6,366
| +22% | +$214K | 0.15% | 93 |
|
2019
Q4 | $1.28M | Sell |
28,834
-5,595
| -16% | -$249K | 0.13% | 98 |
|
2019
Q3 | $1.39M | Sell |
34,429
-7,500
| -18% | -$302K | 0.15% | 95 |
|
2019
Q2 | $1.78M | Sell |
41,929
-471
| -1% | -$20K | 0.19% | 95 |
|
2019
Q1 | $1.8M | Buy |
+42,400
| New | +$1.8M | 0.2% | 85 |
|