Wade Financial Advisory’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
Q1 | $2.09M | Sell |
46,257
-532
| -1% | -$24.1K | 0.72% | 26 |
|
|
2024
Q4 | $2.06M | Hold |
46,789
| – | – | 0.7% | 25 |
|
|
2024
Q3 | $2.24M | Sell |
46,789
-940
| -2% | -$45K | 0.75% | 24 |
|
|
2024
Q2 | $2.09M | Sell |
47,729
-207
| -0.4% | -$9.06K | 0.75% | 25 |
|
|
2024
Q1 | $2M | Sell |
47,936
-6,422
| -12% | -$268K | 0.73% | 26 |
|
|
2023
Q4 | $2.23M | Sell |
54,358
-1,270
| -2% | -$52.2K | 0.84% | 27 |
|
|
2023
Q3 | $2.18M | Sell |
55,628
-2,754
| -5% | -$108K | 0.93% | 25 |
|
|
2023
Q2 | $2.37M | Sell |
58,382
-534
| -0.9% | -$21.7K | 0.94% | 26 |
|
|
2023
Q1 | $2.38M | Sell |
58,916
-1,879
| -3% | -$75.9K | 1% | 27 |
|
|
2022
Q4 | $2.37M | Sell |
60,795
-2,276
| -4% | -$88.7K | 1.07% | 26 |
|
|
2022
Q3 | $2.3M | Sell |
63,071
-1,523
| -2% | -$55.6K | 1.15% | 24 |
|
|
2022
Q2 | $2.69M | Buy |
64,594
+3,989
| +7% | +$166K | 1.28% | 25 |
|
|
2022
Q1 | $2.8M | Buy |
60,605
+16,282
| +37% | +$751K | 1.2% | 23 |
|
|
2021
Q4 | $2.19M | Buy |
44,323
+6
| +0% | +$297 | 1.14% | 26 |
|
|
2021
Q3 | $2.22M | Buy |
44,317
+715
| +2% | +$35.8K | 1.25% | 23 |
|
|
2021
Q2 | $2.37M | Buy |
43,602
+1,762
| +4% | +$95.7K | 1.3% | 22 |
|
|
2021
Q1 | $2.18M | Buy |
41,840
+531
| +1% | +$27.6K | 1.38% | 22 |
|
|
2020
Q4 | $2.07M | Sell |
41,309
-429
| -1% | -$21.5K | 1.39% | 22 |
|
|
2020
Q3 | $1.81M | Sell |
41,738
-113
| -0.3% | -$4.89K | 1.42% | 24 |
|
|
2020
Q2 | $1.66M | Sell |
41,851
-300
| -0.7% | -$11.9K | 1.43% | 25 |
|
|
2020
Q1 | $1.41M | Sell |
42,151
-3,943
| -9% | -$132K | 1.41% | 26 |
|
|
2019
Q4 | $2.05M | Buy |
+46,094
| New | +$2.05M | 1.81% | 14 |
|