Waterford 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 | $9.85M | Sell |
1,357
-189,693
| -99% | -$1.38B | 3.64% | 8 |
|
|
2025
Q1 | $8.65M | Buy |
191,050
+5,777
| +3% | +$261K | 3.59% | 9 |
|
|
2024
Q4 | $8.16M | Buy |
185,273
+5,397
| +3% | +$238K | 4.15% | 6 |
|
|
2024
Q3 | $8.61M | Sell |
179,876
-3,061
| -2% | -$146K | 4.39% | 6 |
|
|
2024
Q2 | $8.01M | Sell |
182,937
-4,438
| -2% | -$194K | 3.36% | 10 |
|
|
2024
Q1 | $7.83M | Buy |
187,375
+4,655
| +3% | +$194K | 3.32% | 10 |
|
|
2023
Q4 | $7.51M | Buy |
+182,720
| New | +$7.51M | 3.52% | 10 |
|
|
2023
Q3 | – | Sell |
-261,831
| Closed | -$10.7M | – | 53 |
|
|
2023
Q2 | $10.7M | Buy |
261,831
+9,551
| +4% | +$389K | 5.13% | 8 |
|
|
2023
Q1 | $10.2M | Sell |
252,280
-7,081
| -3% | -$286K | 5.52% | 8 |
|
|
2022
Q4 | $10.1M | Buy |
+259,361
| New | +$10.1M | 5.89% | 7 |
|