Appleton Partners’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 | $1.36M | Buy |
27,516
+7,177
| +35% | +$355K | 0.1% | 120 |
|
|
2025
Q1 | $921K | Sell |
20,339
-2,484
| -11% | -$112K | 0.07% | 132 |
|
|
2024
Q4 | $1.01M | Sell |
22,823
-2,437
| -10% | -$107K | 0.07% | 132 |
|
|
2024
Q3 | $1.21M | Sell |
25,260
-4,642
| -16% | -$222K | 0.09% | 124 |
|
|
2024
Q2 | $1.31M | Buy |
29,902
+839
| +3% | +$36.7K | 0.1% | 119 |
|
|
2024
Q1 | $1.21M | Sell |
29,063
-5,120
| -15% | -$214K | 0.09% | 126 |
|
|
2023
Q4 | $1.41M | Buy |
34,183
+158
| +0.5% | +$6.49K | 0.11% | 119 |
|
|
2023
Q3 | $1.33M | Buy |
34,025
+8,767
| +35% | +$344K | 0.12% | 119 |
|
|
2023
Q2 | $1.03M | Sell |
25,258
-272
| -1% | -$11.1K | 0.09% | 139 |
|
|
2023
Q1 | $1.03M | Buy |
25,530
+504
| +2% | +$20.4K | 0.09% | 148 |
|
|
2022
Q4 | $976K | Sell |
25,026
-5,050
| -17% | -$197K | 0.09% | 151 |
|
|
2022
Q3 | $1.1M | Sell |
30,076
-2,084
| -6% | -$76K | 0.11% | 142 |
|
|
2022
Q2 | $1.34M | Sell |
32,160
-498
| -2% | -$20.7K | 0.13% | 131 |
|
|
2022
Q1 | $1.51M | Buy |
32,658
+1,408
| +5% | +$65K | 0.12% | 138 |
|
|
2021
Q4 | $1.55M | Sell |
31,250
-1,985
| -6% | -$98.2K | 0.12% | 141 |
|
|
2021
Q3 | $1.66M | Sell |
33,235
-875
| -3% | -$43.8K | 0.14% | 129 |
|
|
2021
Q2 | $1.85M | Buy |
34,110
+154
| +0.5% | +$8.37K | 0.16% | 123 |
|
|
2021
Q1 | $1.77M | Buy |
33,956
+1,427
| +4% | +$74.3K | 0.16% | 125 |
|
|
2020
Q4 | $1.63M | Buy |
32,529
+512
| +2% | +$25.7K | 0.16% | 120 |
|
|
2020
Q3 | $1.38M | Buy |
32,017
+12,319
| +63% | +$533K | 0.15% | 117 |
|
|
2020
Q2 | $780K | Buy |
19,698
+776
| +4% | +$30.7K | 0.09% | 146 |
|
|
2020
Q1 | $635K | Buy |
18,922
+137
| +0.7% | +$4.6K | 0.09% | 150 |
|
|
2019
Q4 | $835K | Buy |
18,785
+231
| +1% | +$10.3K | 0.09% | 157 |
|
|
2019
Q3 | $747K | Buy |
18,554
+988
| +6% | +$39.8K | 0.09% | 156 |
|
|
2019
Q2 | $747K | Buy |
17,566
+2,318
| +15% | +$98.6K | 0.09% | 158 |
|
|
2019
Q1 | $648K | Sell |
15,248
-18,681
| -55% | -$794K | 0.09% | 162 |
|
|
2018
Q4 | $1.34M | Buy |
33,929
+18,072
| +114% | +$713K | 0.2% | 117 |
|
|
2018
Q3 | $650K | Buy |
15,857
+1,985
| +14% | +$81.4K | 0.09% | 165 |
|
|
2018
Q2 | $585K | Sell |
13,872
-674
| -5% | -$28.4K | 0.08% | 171 |
|
|
2018
Q1 | $683K | Sell |
14,546
-121
| -0.8% | -$5.68K | 0.1% | 164 |
|
|
2017
Q4 | $673K | Buy |
14,667
+292
| +2% | +$13.4K | 0.1% | 160 |
|
|
2017
Q3 | $626K | Sell |
14,375
-810
| -5% | -$35.3K | 0.11% | 150 |
|
|
2017
Q2 | $620K | Buy |
15,185
+125
| +0.8% | +$5.1K | 0.1% | 152 |
|
|
2017
Q1 | $598K | Buy |
+15,060
| New | +$598K | 0.11% | 150 |
|