Wescott Financial Advisory Group’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 | $618K | Buy |
12,495
+2,034
| +19% | +$101K | 0.06% | 107 |
|
|
2025
Q1 | $473K | Sell |
10,461
-202
| -2% | -$9.14K | 0.05% | 113 |
|
|
2024
Q4 | $470K | Buy |
10,663
+260
| +2% | +$11.5K | 0.05% | 116 |
|
|
2024
Q3 | $498K | Sell |
10,403
-1,663
| -14% | -$79.6K | 0.05% | 114 |
|
|
2024
Q2 | $528K | Buy |
12,066
+1,067
| +10% | +$46.7K | 0.06% | 112 |
|
|
2024
Q1 | $459K | Buy |
10,999
+2,465
| +29% | +$103K | 0.06% | 112 |
|
|
2023
Q4 | $351K | Buy |
8,534
+164
| +2% | +$6.74K | 0.05% | 125 |
|
|
2023
Q3 | $328K | Buy |
8,370
+61
| +0.7% | +$2.39K | 0.06% | 125 |
|
|
2023
Q2 | $338K | Buy |
8,309
+295
| +4% | +$12K | 0.06% | 124 |
|
|
2023
Q1 | $324K | Sell |
8,014
-267
| -3% | -$10.8K | 0.07% | 125 |
|
|
2022
Q4 | $323K | Sell |
8,281
-1,290
| -13% | -$50.3K | 0.07% | 119 |
|
|
2022
Q3 | $349K | Sell |
9,571
-593
| -6% | -$21.6K | 0.1% | 104 |
|
|
2022
Q2 | $423K | Buy |
10,164
+74
| +0.7% | +$3.08K | 0.11% | 89 |
|
|
2022
Q1 | $465K | Buy |
+10,090
| New | +$465K | 0.12% | 85 |
|