Winch Advisory Services’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 | $80.5K | Buy |
1,628
+1
| +0.1% | +$49 | 0.02% | 137 |
|
|
2025
Q1 | $73.6K | Hold |
1,627
| – | – | 0.02% | 136 |
|
|
2024
Q4 | $71.6K | Buy |
1,627
+275
| +20% | +$12.1K | 0.02% | 135 |
|
|
2024
Q3 | $64.7K | Buy |
1,352
+1
| +0.1% | +$48 | 0.02% | 136 |
|
|
2024
Q2 | $59.1K | Buy |
1,351
+1
| +0.1% | +$44 | 0.02% | 136 |
|
|
2024
Q1 | $56.4K | Hold |
1,350
| – | – | 0.02% | 141 |
|
|
2023
Q4 | $55.5K | Sell |
1,350
-140
| -9% | -$5.75K | 0.02% | 137 |
|
|
2023
Q3 | $58K | Buy |
1,490
+1,068
| +253% | +$41.6K | 0.02% | 129 |
|
|
2023
Q2 | $17K | Buy |
422
+2
| +0.5% | +$81 | 0.01% | 210 |
|
|
2023
Q1 | $17K | Buy |
420
+1
| +0.2% | +$40 | 0.01% | 207 |
|
|
2022
Q4 | $16K | Sell |
419
-4,080
| -91% | -$156K | 0.01% | 205 |
|
|
2022
Q3 | $164K | Buy |
4,499
+36
| +0.8% | +$1.31K | 0.07% | 74 |
|
|
2022
Q2 | $186K | Buy |
4,463
+40
| +0.9% | +$1.67K | 0.08% | 72 |
|
|
2022
Q1 | $204K | Buy |
4,423
+1,805
| +69% | +$83.3K | 0.07% | 74 |
|
|
2021
Q4 | $129K | Sell |
2,618
-3,172
| -55% | -$156K | 0.04% | 86 |
|
|
2021
Q3 | $290K | Buy |
5,790
+33
| +0.6% | +$1.65K | 0.1% | 65 |
|
|
2021
Q2 | $313K | Buy |
5,757
+3,209
| +126% | +$174K | 0.11% | 61 |
|
|
2021
Q1 | $133K | Buy |
2,548
+1,836
| +258% | +$95.8K | 0.05% | 75 |
|
|
2020
Q4 | $36K | Buy |
712
+244
| +52% | +$12.3K | 0.02% | 118 |
|
|
2020
Q3 | $20K | Buy |
468
+2
| +0.4% | +$85 | 0.01% | 143 |
|
|
2020
Q2 | $18K | Hold |
466
| – | – | 0.01% | 150 |
|
|
2020
Q1 | $16K | Buy |
466
+98
| +27% | +$3.37K | 0.01% | 143 |
|
|
2019
Q4 | $16K | Buy |
368
+3
| +0.8% | +$130 | 0.01% | 177 |
|
|
2019
Q3 | $15K | Sell |
365
-118
| -24% | -$4.85K | 0.01% | 170 |
|
|
2019
Q2 | $21K | Buy |
483
+3
| +0.6% | +$130 | 0.01% | 148 |
|
|
2019
Q1 | $20K | Buy |
480
+1
| +0.2% | +$42 | 0.01% | 149 |
|
|
2018
Q4 | $18K | Buy |
479
+7
| +1% | +$263 | 0.01% | 139 |
|
|
2018
Q3 | $19K | Sell |
472
-5,104
| -92% | -$205K | 0.01% | 144 |
|
|
2018
Q2 | $235K | Buy |
5,576
+47
| +0.9% | +$1.98K | 0.13% | 74 |
|
|
2018
Q1 | $260K | Sell |
5,529
-163,210
| -97% | -$7.67M | 0.15% | 71 |
|
|
2017
Q4 | $7.75M | Buy |
168,739
+1,431
| +0.9% | +$65.7K | 4.66% | 4 |
|
|
2017
Q3 | $7.29M | Buy |
167,308
+52,385
| +46% | +$2.28M | 4.74% | 4 |
|
|
2017
Q2 | $4.69M | Buy |
114,923
+28,893
| +34% | +$1.18M | 2.95% | 10 |
|
|
2017
Q1 | $3.42M | Buy |
86,030
+11,463
| +15% | +$455K | 2.17% | 17 |
|
|
2016
Q4 | $2.67M | Sell |
74,567
-870
| -1% | -$31.1K | 1.84% | 19 |
|
|
2016
Q3 | $2.84M | Buy |
75,437
+61,397
| +437% | +$2.31M | 2.31% | 12 |
|
|
2016
Q2 | $495K | Buy |
+14,040
| New | +$495K | 0.6% | 26 |
|
|
2015
Q3 | – | Sell |
-20,687
| Closed | -$846K | – | 291 |
|
|
2015
Q2 | $846K | Buy |
20,687
+20,376
| +6,552% | +$833K | 0.46% | 60 |
|
|
2015
Q1 | $13K | Buy |
+311
| New | +$13K | 0.01% | 133 |
|
|
2014
Q4 | – | Sell |
-445
| Closed | -$19K | – | 175 |
|
|
2014
Q3 | $19K | Sell |
445
-46,991
| -99% | -$2.01M | 0.01% | 103 |
|
|
2014
Q2 | $2.05M | Buy |
+47,436
| New | +$2.05M | 1.2% | 26 |
|