WCFA
Walkner Condon Financial Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.62M | Buy |
113,707
+3,905
| +4% | +$193K | 1.04% | 24 |
|
|
2025
Q1 | $4.97M | Buy |
109,802
+248
| +0.2% | +$11.2K | 1.01% | 26 |
|
|
2024
Q4 | $4.82M | Sell |
109,554
-1,954
| -2% | -$86.1K | 0.98% | 26 |
|
|
2024
Q3 | $5.34M | Buy |
111,508
+1,383
| +1% | +$66.2K | 1.09% | 25 |
|
|
2024
Q2 | $4.81M | Sell |
110,125
-1,171
| -1% | -$51.2K | 1.04% | 29 |
|
|
2024
Q1 | $4.65M | Buy |
111,296
+5,822
| +6% | +$243K | 0.99% | 28 |
|
|
2023
Q4 | $4.33M | Sell |
105,474
-1,255
| -1% | -$51.6K | 0.99% | 29 |
|
|
2023
Q3 | $4.18M | Buy |
106,729
+35
| +0% | +$1.37K | 1.11% | 27 |
|
|
2023
Q2 | $4.34M | Buy |
106,694
+4,029
| +4% | +$164K | 1.15% | 25 |
|
|
2023
Q1 | $4.15M | Sell |
102,665
-389
| -0.4% | -$15.7K | 1.16% | 25 |
|
|
2022
Q4 | $4.02M | Sell |
103,054
-5,065
| -5% | -$198K | 1.2% | 23 |
|
|
2022
Q3 | $3.95M | Buy |
108,119
+5,752
| +6% | +$210K | 1.27% | 22 |
|
|
2022
Q2 | $4.26M | Buy |
102,367
+13,757
| +16% | +$573K | 1.33% | 20 |
|
|
2022
Q1 | $4.09M | Buy |
88,610
+6,234
| +8% | +$288K | 1.16% | 22 |
|
|
2021
Q4 | $4.07M | Sell |
82,376
-10,406
| -11% | -$515K | 2.65% | 7 |
|
|
2021
Q3 | $4.65M | Buy |
92,782
+2,643
| +3% | +$132K | 2.29% | 11 |
|
|
2021
Q2 | $4.9M | Buy |
90,139
+9,783
| +12% | +$531K | 1.8% | 15 |
|
|
2021
Q1 | $4.18M | Buy |
80,356
+6,021
| +8% | +$313K | 1.63% | 15 |
|
|
2020
Q4 | $3.73M | Buy |
74,335
+19,636
| +36% | +$984K | 1.61% | 17 |
|
|
2020
Q3 | $2.37M | Buy |
54,699
+44,749
| +450% | +$1.93M | 1.27% | 18 |
|
|
2020
Q2 | $394K | Sell |
9,950
-3,469
| -26% | -$137K | 0.35% | 36 |
|
|
2020
Q1 | $450K | Sell |
13,419
-5,178
| -28% | -$174K | 0.48% | 31 |
|
|
2019
Q4 | $827K | Buy |
+18,597
| New | +$827K | 0.8% | 25 |
|