Waypoint Wealth Partners’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
$766K Hold
15,494
0.19% 35
2025
Q1
$701K Sell
15,494
-1,065
-6% -$48.2K 0.19% 32
2024
Q4
$729K Sell
16,559
-29
-0.2% -$1.28K 0.2% 32
2024
Q3
$794K Buy
16,588
+293
+2% +$14K 0.21% 32
2024
Q2
$713K Sell
16,295
-294
-2% -$12.9K 0.21% 29
2024
Q1
$693K Sell
16,589
-857
-5% -$35.8K 0.2% 31
2023
Q4
$717K Hold
17,446
0.22% 27
2023
Q3
$684K Hold
17,446
0.24% 26
2023
Q2
$710K Buy
17,446
+12,262
+237% +$499K 0.24% 28
2023
Q1
$209K Buy
+5,184
New +$209K 0.07% 63