YHB Investment 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 | $349K | Buy |
7,048
+370
| +6% | +$18.3K | 0.03% | 233 |
|
|
2025
Q1 | $302K | Sell |
6,678
-349
| -5% | -$15.8K | 0.03% | 242 |
|
|
2024
Q4 | $310K | Buy |
7,027
+1,317
| +23% | +$58K | 0.03% | 229 |
|
|
2024
Q3 | $273K | Hold |
5,710
| – | – | 0.02% | 242 |
|
|
2024
Q2 | $250K | Hold |
5,710
| – | – | 0.02% | 252 |
|
|
2024
Q1 | $239K | Sell |
5,710
-3,667
| -39% | -$153K | 0.02% | 252 |
|
|
2023
Q4 | $385K | Sell |
9,377
-6,606
| -41% | -$272K | 0.04% | 206 |
|
|
2023
Q3 | $627K | Sell |
15,983
-4
| -0% | -$157 | 0.06% | 170 |
|
|
2023
Q2 | $650K | Buy |
15,987
+621
| +4% | +$25.3K | 0.06% | 169 |
|
|
2023
Q1 | $621K | Sell |
15,366
-467
| -3% | -$18.9K | 0.06% | 173 |
|
|
2022
Q4 | $617K | Sell |
15,833
-3,582
| -18% | -$140K | 0.07% | 169 |
|
|
2022
Q3 | $708K | Sell |
19,415
-1,196
| -6% | -$43.6K | 0.08% | 164 |
|
|
2022
Q2 | $858K | Hold |
20,611
| – | – | 0.09% | 157 |
|
|
2022
Q1 | $951K | Hold |
20,611
| – | – | 0.08% | 162 |
|
|
2021
Q4 | $1.02M | Sell |
20,611
-170
| -0.8% | -$8.41K | 0.08% | 166 |
|
|
2021
Q3 | $1.04M | Buy |
20,781
+8
| +0% | +$400 | 0.09% | 159 |
|
|
2021
Q2 | $1.13M | Hold |
20,773
| – | – | 0.1% | 160 |
|
|
2021
Q1 | $1.1M | Buy |
20,773
+100
| +0.5% | +$5.28K | 0.09% | 160 |
|
|
2020
Q4 | $1.04M | Buy |
20,673
+309
| +2% | +$15.5K | 0.1% | 159 |
|
|
2020
Q3 | $881K | Buy |
+20,364
| New | +$881K | 0.1% | 162 |
|