Wealthquest’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 | $250K | Buy |
5,064
+46
| +0.9% | +$2.28K | 0.02% | 118 |
|
|
2025
Q1 | $227K | Buy |
5,018
+74
| +1% | +$3.35K | 0.02% | 122 |
|
|
2024
Q4 | $218K | Sell |
4,944
-1,757
| -26% | -$77.4K | 0.02% | 119 |
|
|
2024
Q3 | $323K | Sell |
6,701
-3,629
| -35% | -$175K | 0.03% | 99 |
|
|
2024
Q2 | $452K | Sell |
10,330
-187
| -2% | -$8.18K | 0.05% | 75 |
|
|
2024
Q1 | $439K | Sell |
10,517
-3,111
| -23% | -$130K | 0.05% | 77 |
|
|
2023
Q4 | $560K | Sell |
13,628
-1,239
| -8% | -$50.9K | 0.06% | 73 |
|
|
2023
Q3 | $583K | Sell |
14,867
-6,918
| -32% | -$271K | 0.07% | 69 |
|
|
2023
Q2 | $886K | Sell |
21,785
-719
| -3% | -$29.2K | 0.11% | 53 |
|
|
2023
Q1 | $909K | Sell |
22,504
-170
| -0.7% | -$6.87K | 0.12% | 50 |
|
|
2022
Q4 | $884K | Buy |
22,674
+2,700
| +14% | +$105K | 0.11% | 56 |
|
|
2022
Q3 | $728K | Sell |
19,974
-2,589
| -11% | -$94.4K | 0.1% | 59 |
|
|
2022
Q2 | $939K | Sell |
22,563
-3,348
| -13% | -$139K | 0.14% | 54 |
|
|
2022
Q1 | $1.28M | Hold |
25,911
| – | – | 0.2% | 48 |
|
|
2021
Q4 | $1.28M | Sell |
25,911
-55
| -0.2% | -$2.72K | 0.2% | 48 |
|
|
2021
Q3 | $1.3M | Sell |
25,966
-2,029
| -7% | -$101K | 0.22% | 41 |
|
|
2021
Q2 | $1.52M | Sell |
27,995
-1,164
| -4% | -$63.1K | 0.26% | 37 |
|
|
2021
Q1 | $1.52M | Sell |
29,159
-1,393
| -5% | -$72.5K | 0.28% | 38 |
|
|
2020
Q4 | $1.53M | Sell |
30,552
-1,819
| -6% | -$91.1K | 0.33% | 31 |
|
|
2020
Q3 | $1.4M | Sell |
32,371
-2,025
| -6% | -$87.5K | 0.35% | 30 |
|
|
2020
Q2 | $1.36M | Buy |
+34,396
| New | +$1.36M | 0.35% | 34 |
|
|
2019
Q4 | $23.2M | Buy |
521,868
+491,932
| +1,643% | +$21.9M | 6.65% | 3 |
|
|
2019
Q3 | $1.21M | Sell |
29,936
-215
| -0.7% | -$8.65K | 0.4% | 47 |
|
|
2019
Q2 | $1.28M | Buy |
30,151
+790
| +3% | +$33.6K | 0.48% | 44 |
|
|
2019
Q1 | $1.25M | Buy |
29,361
+235
| +0.8% | +$9.98K | 0.47% | 44 |
|
|
2018
Q4 | $1.11M | Buy |
+29,126
| New | +$1.11M | 0.45% | 42 |
|