WealthPLAN 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 | $224K | Sell |
4,536
-618
| -12% | -$30.6K | 0.04% | 244 |
|
|
2025
Q1 | $233K | Buy |
+5,154
| New | +$233K | 0.03% | 235 |
|
|
2023
Q3 | – | Sell |
-4,161
| Closed | -$169K | – | 1166 |
|
|
2023
Q2 | $169K | Sell |
4,161
-490
| -11% | -$19.9K | 0.02% | 317 |
|
|
2023
Q1 | $188K | Sell |
4,651
-568
| -11% | -$22.9K | 0.02% | 314 |
|
|
2022
Q4 | $216K | Buy |
+5,219
| New | +$216K | 0.02% | 364 |
|
|
2022
Q1 | $233K | Sell |
5,367
-1,784
| -25% | -$77.5K | 0.02% | 355 |
|
|
2021
Q4 | $355K | Sell |
7,151
-13,290
| -65% | -$660K | 0.02% | 295 |
|
|
2021
Q3 | $1.02M | Buy |
20,441
+14,462
| +242% | +$724K | 0.07% | 165 |
|
|
2021
Q2 | $310K | Sell |
5,979
-13,294
| -69% | -$689K | 0.02% | 282 |
|
|
2021
Q1 | $1.01M | Buy |
19,273
+1,181
| +7% | +$61.8K | 0.08% | 144 |
|
|
2020
Q4 | $979K | Sell |
18,092
-2,147
| -11% | -$116K | 0.08% | 140 |
|
|
2020
Q3 | $942K | Buy |
20,239
+9,365
| +86% | +$436K | 0.09% | 130 |
|
|
2020
Q2 | $474K | Sell |
10,874
-301
| -3% | -$13.1K | 0.05% | 190 |
|
|
2020
Q1 | $405K | Sell |
11,175
-3,732
| -25% | -$135K | 0.05% | 174 |
|
|
2019
Q4 | $661K | Buy |
14,907
+1,552
| +12% | +$68.8K | 0.08% | 140 |
|
|
2019
Q3 | $561K | Buy |
13,355
+1,087
| +9% | +$45.7K | 0.08% | 142 |
|
|
2019
Q2 | $493K | Sell |
12,268
-639
| -5% | -$25.7K | 0.07% | 149 |
|
|
2019
Q1 | $529K | Buy |
12,907
+430
| +3% | +$17.6K | 0.08% | 160 |
|
|
2018
Q4 | $510K | Sell |
12,477
-6,838
| -35% | -$280K | 0.08% | 150 |
|
|
2018
Q3 | $739K | Sell |
19,315
-18,480
| -49% | -$707K | 0.13% | 114 |
|
|
2018
Q2 | $1.6M | Sell |
37,795
-1,136
| -3% | -$47.9K | 0.33% | 80 |
|
|
2018
Q1 | $1.83M | Sell |
38,931
-1,381
| -3% | -$64.9K | 0.4% | 72 |
|
|
2017
Q4 | $1.85M | Sell |
40,312
-54,021
| -57% | -$2.48M | 0.5% | 53 |
|
|
2017
Q3 | $4.11M | Buy |
94,333
+8,678
| +10% | +$378K | 1.15% | 19 |
|
|
2017
Q2 | $3.5M | Buy |
85,655
+85,562
| +92,002% | +$3.49M | 1% | 25 |
|
|
2017
Q1 | $3.73K | Buy |
+93
| New | +$3.73K | 0.01% | 373 |
|
|
2016
Q3 | $79.1K | Sell |
2,110
-12,325
| -85% | -$462K | 0.03% | 263 |
|
|
2016
Q2 | $75.4K | Buy |
+14,435
| New | +$75.4K | 0.01% | 723 |
|
|
2015
Q4 | $68.3K | Buy |
+5,034
| New | +$68.3K | 0.01% | 536 |
|
|
2015
Q2 | $64K | Sell |
1,575
-501
| -24% | -$20.4K | 0.03% | 158 |
|
|
2015
Q1 | $85K | Buy |
+2,076
| New | +$85K | 0.04% | 188 |
|