West Financial Advisors’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 | $1.96M | Buy |
39,706
+1,982
| +5% | +$98K | 0.34% | 30 |
|
|
2025
Q1 | $1.71M | Buy |
37,724
+54
| +0.1% | +$2.44K | 0.32% | 30 |
|
|
2024
Q4 | $1.66M | Buy |
37,670
+1,411
| +4% | +$62.1K | 0.32% | 30 |
|
|
2024
Q3 | $1.73M | Buy |
36,259
+411
| +1% | +$19.7K | 0.33% | 30 |
|
|
2024
Q2 | $1.57M | Sell |
35,848
-31
| -0.1% | -$1.36K | 0.33% | 32 |
|
|
2024
Q1 | $1.5M | Buy |
35,879
+3,143
| +10% | +$131K | 0.32% | 31 |
|
|
2023
Q4 | $1.35M | Buy |
32,736
+2,607
| +9% | +$107K | 0.31% | 31 |
|
|
2023
Q3 | $1.18M | Sell |
30,129
-2,193
| -7% | -$86K | 0.3% | 30 |
|
|
2023
Q2 | $1.31M | Sell |
32,322
-158,761
| -83% | -$6.46M | 0.32% | 29 |
|
|
2023
Q1 | $7.72M | Sell |
191,083
-31,702
| -14% | -$1.28M | 2.02% | 16 |
|
|
2022
Q4 | $8.68M | Buy |
222,785
+136,345
| +158% | +$5.31M | 2.42% | 14 |
|
|
2022
Q3 | $3.15M | Sell |
86,440
-19,406
| -18% | -$708K | 0.95% | 17 |
|
|
2022
Q2 | $4.41M | Sell |
105,846
-239,010
| -69% | -$9.95M | 1.28% | 15 |
|
|
2022
Q1 | $15.9M | Buy |
344,856
+16,172
| +5% | +$746K | 4.19% | 7 |
|
|
2021
Q4 | $16.3M | Buy |
328,684
+28,544
| +10% | +$1.41M | 4.36% | 9 |
|
|
2021
Q3 | $15M | Buy |
300,140
+15,238
| +5% | +$762K | 4.4% | 8 |
|
|
2021
Q2 | $15.5M | Buy |
284,902
+29,462
| +12% | +$1.6M | 4.73% | 8 |
|
|
2021
Q1 | $13.3M | Buy |
255,440
+3,917
| +2% | +$204K | 4.46% | 8 |
|
|
2020
Q4 | $12.6M | Buy |
+251,523
| New | +$12.6M | 4.47% | 8 |
|