WealthShield 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 | $1.39M | Sell |
28,134
-211
| -0.7% | -$10.4K | 0.17% | 144 |
|
2025
Q1 | $1.28M | Buy |
28,345
+7,969
| +39% | +$361K | 0.16% | 139 |
|
2024
Q4 | $897K | Buy |
20,376
+3,953
| +24% | +$174K | 0.13% | 158 |
|
2024
Q3 | $786K | Buy |
16,423
+1,662
| +11% | +$79.5K | 0.11% | 173 |
|
2024
Q2 | $646K | Buy |
14,761
+1,723
| +13% | +$75.4K | 0.1% | 180 |
|
2024
Q1 | $545K | Sell |
13,038
-772
| -6% | -$32.2K | 0.09% | 187 |
|
2023
Q4 | $568K | Sell |
13,810
-23,091
| -63% | -$949K | 0.09% | 188 |
|
2023
Q3 | $1.45M | Buy |
36,901
+1,795
| +5% | +$70.4K | 0.22% | 123 |
|
2023
Q2 | $1.43M | Sell |
35,106
-23,306
| -40% | -$948K | 0.22% | 114 |
|
2023
Q1 | $2.36M | Buy |
58,412
+25,465
| +77% | +$1.03M | 0.38% | 66 |
|
2022
Q4 | $1.28M | Sell |
32,947
-15,350
| -32% | -$598K | 0.25% | 109 |
|
2022
Q3 | $1.76M | Sell |
48,297
-14,257
| -23% | -$520K | 0.35% | 77 |
|
2022
Q2 | $2.61M | Buy |
62,554
+39,923
| +176% | +$1.66M | 0.52% | 49 |
|
2022
Q1 | $1.04M | Sell |
22,631
-4,932
| -18% | -$228K | 0.17% | 143 |
|
2021
Q4 | $1.36M | Buy |
27,563
+17,766
| +181% | +$879K | 0.23% | 95 |
|
2021
Q3 | $490K | Sell |
9,797
-531
| -5% | -$26.6K | 0.13% | 146 |
|
2021
Q2 | $561K | Sell |
10,328
-32,674
| -76% | -$1.77M | 0.09% | 158 |
|
2021
Q1 | $2.24M | Sell |
43,002
-7,296
| -15% | -$380K | 0.4% | 65 |
|
2020
Q4 | $2.52M | Buy |
50,298
+44,938
| +838% | +$2.25M | 0.47% | 56 |
|
2020
Q3 | $231K | Sell |
5,360
-651
| -11% | -$28.1K | 0.08% | 228 |
|
2020
Q2 | $238K | Sell |
6,011
-174
| -3% | -$6.89K | 0.11% | 178 |
|
2020
Q1 | $207K | Sell |
6,185
-4,602
| -43% | -$154K | 0.13% | 150 |
|
2019
Q4 | $480K | Buy |
10,787
+393
| +4% | +$17.5K | 0.23% | 95 |
|
2019
Q3 | $418K | Sell |
10,394
-81
| -0.8% | -$3.26K | 0.22% | 105 |
|
2019
Q2 | $446K | Sell |
10,475
-582
| -5% | -$24.8K | 0.26% | 89 |
|
2019
Q1 | $470K | Sell |
11,057
-1,074
| -9% | -$45.7K | 0.26% | 76 |
|
2018
Q4 | $462K | Buy |
12,131
+900
| +8% | +$34.3K | 0.31% | 64 |
|
2018
Q3 | $466K | Buy |
11,231
+25
| +0.2% | +$1.04K | 0.27% | 69 |
|
2018
Q2 | $473K | Hold |
11,206
| – | – | 0.29% | 62 |
|
2018
Q1 | $527K | Buy |
11,206
+417
| +4% | +$19.6K | 0.33% | 56 |
|
2017
Q4 | $504K | Buy |
+10,789
| New | +$504K | 0.31% | 66 |
|