VERITY 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.26M | Sell |
86,117
-11
| -0% | -$544 | 2.86% | 4 |
|
|
2025
Q1 | $3.9M | Buy |
86,128
+1,121
| +1% | +$50.7K | 2.89% | 4 |
|
|
2024
Q4 | $3.74M | Hold |
85,007
| – | – | 2.7% | 5 |
|
|
2024
Q3 | $4.07M | Buy |
85,007
+411
| +0.5% | +$19.7K | 2.86% | 4 |
|
|
2024
Q2 | $3.7M | Buy |
84,596
+109
| +0.1% | +$4.77K | 2.77% | 5 |
|
|
2024
Q1 | $3.53M | Buy |
84,487
+337
| +0.4% | +$14.1K | 2.71% | 5 |
|
|
2023
Q4 | $3.46M | Buy |
84,150
+3,699
| +5% | +$152K | 2.97% | 4 |
|
|
2023
Q3 | $3.15M | Buy |
80,451
+39
| +0% | +$1.53K | 2.97% | 4 |
|
|
2023
Q2 | $3.27M | Hold |
80,412
| – | – | 2.94% | 4 |
|
|
2023
Q1 | $3.25M | Buy |
80,412
+50
| +0.1% | +$2.02K | 3.01% | 4 |
|
|
2022
Q4 | $3.13M | Buy |
80,362
+35
| +0% | +$1.36K | 3.07% | 4 |
|
|
2022
Q3 | $2.93M | Hold |
80,327
| – | – | 3.01% | 5 |
|
|
2022
Q2 | $3.35M | Buy |
80,327
+182
| +0.2% | +$7.58K | 3.25% | 5 |
|
|
2022
Q1 | $3.7M | Buy |
80,145
+361
| +0.5% | +$16.7K | 3.27% | 5 |
|
|
2021
Q4 | $3.95M | Buy |
79,784
+418
| +0.5% | +$20.7K | 3.28% | 5 |
|
|
2021
Q3 | $3.97M | Hold |
79,366
| – | – | 3.55% | 5 |
|
|
2021
Q2 | $4.31M | Buy |
79,366
+4
| +0% | +$217 | 3.91% | 5 |
|
|
2021
Q1 | $4.13M | Hold |
79,362
| – | – | 3.66% | 6 |
|
|
2020
Q4 | $3.98M | Buy |
79,362
+9
| +0% | +$451 | 3.62% | 6 |
|
|
2020
Q3 | $3.43M | Hold |
79,353
| – | – | 3.5% | 7 |
|
|
2020
Q2 | $3.14M | Hold |
79,353
| – | – | 3.36% | 8 |
|
|
2020
Q1 | $2.66M | Hold |
79,353
| – | – | 3.62% | 8 |
|
|
2019
Q4 | $3.53M | Sell |
79,353
-580
| -0.7% | -$25.8K | 3.4% | 11 |
|
|
2019
Q3 | $3.22M | Hold |
79,933
| – | – | 3.17% | 12 |
|
|
2019
Q2 | $3.4M | Hold |
79,933
| – | – | 3.34% | 11 |
|
|
2019
Q1 | $3.4M | Hold |
79,933
| – | – | 3.47% | 11 |
|
|
2018
Q4 | $3.05M | Buy |
+79,933
| New | +$3.05M | 3.5% | 11 |
|