A detailed history of Encompass Wealth Advisors, LLC transactions in Vanguard Ftse Emerging Mkts Et stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 24,115 shares of VWO stock, worth $1.08 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
24,115
Previous 24,981 3.47%
Holding current value
$1.08 Million
Previous $1.09 Million 5.49%
% of portfolio
0.41%
Previous 0.41%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$41.9 - $48.26 $36,285 - $41,793
-866 Reduced 3.47%
24,115 $1.15 Million
Q2 2024

Aug 08, 2024

SELL
$40.83 - $44.89 $10,493 - $11,536
-257 Reduced 1.02%
24,981 $1.09 Million
Q1 2024

May 10, 2024

SELL
$39.04 - $42.23 $83,936 - $90,794
-2,150 Reduced 7.85%
25,238 $1.05 Million
Q4 2023

Feb 13, 2024

BUY
$37.74 - $41.31 $32,418 - $35,485
859 Added 3.24%
27,388 $1.13 Million
Q3 2023

Nov 07, 2023

BUY
$39.04 - $43.07 $53,094 - $58,575
1,360 Added 5.4%
26,529 $1.04 Million
Q2 2023

Aug 09, 2023

BUY
$39.05 - $42.09 $7,536 - $8,123
193 Added 0.77%
25,169 $1.02 Million
Q1 2023

May 04, 2023

BUY
$38.45 - $43.18 $20,570 - $23,101
535 Added 2.19%
24,976 $1.01 Million
Q4 2022

Feb 01, 2023

SELL
$35.32 - $40.67 $104,582 - $120,423
-2,961 Reduced 10.81%
24,441 $952,000
Q3 2022

Oct 28, 2022

SELL
$36.49 - $42.54 $254,335 - $296,503
-6,970 Reduced 20.28%
27,402 $1 Million
Q2 2022

Aug 03, 2022

SELL
$40.48 - $47.83 $337,684 - $398,997
-8,342 Reduced 19.53%
34,372 $1.43 Million
Q1 2022

Apr 28, 2022

BUY
$42.79 - $51.23 $313,222 - $375,003
7,320 Added 20.68%
42,714 $1.97 Million
Q4 2021

Jan 20, 2022

BUY
$47.81 - $52.33 $170,490 - $186,608
3,566 Added 11.2%
35,394 $1.75 Million
Q3 2021

Nov 16, 2021

BUY
$49.35 - $54.02 $37,555 - $41,109
761 Added 2.45%
31,828 $1.59 Million
Q2 2021

Aug 03, 2021

BUY
$50.96 - $55.14 $124,902 - $135,148
2,451 Added 8.57%
31,067 $1.69 Million
Q1 2021

May 25, 2021

BUY
$50.34 - $56.49 $1.44 Million - $1.62 Million
28,616 New
28,616 $1.5 Million
Q4 2020

Mar 09, 2021

SELL
$43.14 - $50.24 $832,731 - $969,782
-19,303 Closed
0 $0
Q4 2020

Mar 09, 2021

BUY
$43.14 - $50.24 $832,731 - $969,782
19,303 New
19,303 $967,000

Others Institutions Holding VWO

About VANGUARD FTSE EMERGING MKTS ET


  • Ticker VWO
  • Sector ETFs
  • Industry ETFs
More about VWO
Track This Portfolio

Track Encompass Wealth Advisors, LLC Portfolio

Follow Encompass Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.