Waller Financial Planning Group’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 | $1M | Sell |
20,229
-2,278
| -10% | -$113K | 0.24% | 38 |
|
|
2025
Q1 | $1.02M | Sell |
22,507
-10,039
| -31% | -$454K | 0.29% | 36 |
|
|
2024
Q4 | $1.43M | Sell |
32,546
-61,915
| -66% | -$2.73M | 0.36% | 32 |
|
|
2024
Q3 | $4.52M | Sell |
94,461
-3,346
| -3% | -$160K | 1.12% | 24 |
|
|
2024
Q2 | $4.28M | Sell |
97,807
-3,699
| -4% | -$162K | 1.15% | 24 |
|
|
2024
Q1 | $4.24M | Sell |
101,506
-924
| -0.9% | -$38.6K | 1.13% | 24 |
|
|
2023
Q4 | $4.21M | Buy |
102,430
+1,647
| +2% | +$67.7K | 1.11% | 23 |
|
|
2023
Q3 | $3.95M | Sell |
100,783
-1,793
| -2% | -$70.3K | 1.15% | 22 |
|
|
2023
Q2 | $4.17M | Buy |
102,576
+2,619
| +3% | +$107K | 1.15% | 22 |
|
|
2023
Q1 | $4.04M | Sell |
99,957
-4,969
| -5% | -$201K | 1.14% | 22 |
|
|
2022
Q4 | $4.09M | Buy |
104,926
+32,016
| +44% | +$1.25M | 1.19% | 24 |
|
|
2022
Q3 | $2.66M | Buy |
72,910
+4,085
| +6% | +$149K | 0.81% | 27 |
|
|
2022
Q2 | $2.87M | Buy |
68,825
+17,985
| +35% | +$749K | 0.84% | 25 |
|
|
2022
Q1 | $2.35M | Buy |
50,840
+5,407
| +12% | +$249K | 0.62% | 25 |
|
|
2021
Q4 | $2.25M | Buy |
45,433
+6,667
| +17% | +$330K | 0.56% | 26 |
|
|
2021
Q3 | $1.94M | Buy |
38,766
+2,153
| +6% | +$108K | 0.52% | 27 |
|
|
2021
Q2 | $1.99M | Buy |
36,613
+581
| +2% | +$31.5K | 0.53% | 26 |
|
|
2021
Q1 | $1.88M | Buy |
36,032
+746
| +2% | +$38.8K | 0.54% | 25 |
|
|
2020
Q4 | $1.77M | Buy |
35,286
+3,367
| +11% | +$169K | 0.55% | 26 |
|
|
2020
Q3 | $1.38M | Sell |
31,919
-783
| -2% | -$33.9K | 0.51% | 28 |
|
|
2020
Q2 | $1.3M | Sell |
32,702
-3,943
| -11% | -$156K | 0.5% | 28 |
|
|
2020
Q1 | $1.23M | Buy |
36,645
+20,027
| +121% | +$672K | 0.64% | 25 |
|
|
2019
Q4 | $739K | Sell |
16,618
-500
| -3% | -$22.2K | 0.37% | 32 |
|
|
2019
Q3 | $723K | Sell |
17,118
-3,004
| -15% | -$127K | 0.38% | 32 |
|
|
2019
Q2 | $860K | Sell |
20,122
-2,967
| -13% | -$127K | 0.48% | 29 |
|
|
2019
Q1 | $1.01M | Sell |
23,089
-1,030
| -4% | -$45.1K | 0.59% | 30 |
|
|
2018
Q4 | $919K | Buy |
+24,119
| New | +$919K | 0.64% | 30 |
|