Baron Silver Stevens 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
$2.09M Buy
42,193
+7,490
+22% +$370K 0.33% 42
2025
Q1
$1.57M Buy
34,703
+6,758
+24% +$306K 0.27% 47
2024
Q4
$1.23M Buy
27,945
+51
+0.2% +$2.25K 0.21% 53
2024
Q3
$1.33M Buy
27,894
+63
+0.2% +$3.02K 0.23% 50
2024
Q2
$1.22M Sell
27,831
-789
-3% -$34.5K 0.23% 50
2024
Q1
$1.2M Sell
28,620
-1,998
-7% -$83.5K 0.23% 49
2023
Q4
$1.26M Sell
30,618
-10,517
-26% -$432K 0.26% 41
2023
Q3
$1.61M Sell
41,135
-813
-2% -$31.9K 0.37% 35
2023
Q2
$1.71M Buy
41,948
+8,134
+24% +$331K 0.37% 32
2023
Q1
$1.37M Sell
33,814
-4,449
-12% -$180K 0.36% 33
2022
Q4
$1.49M Buy
38,263
+6,555
+21% +$256K 0.37% 32
2022
Q3
$11.3K Sell
31,708
-455
-1% -$162 3.08% 13
2022
Q2
$1.34M Sell
32,163
-14,273
-31% -$594K 0.35% 33
2022
Q1
$2.14M Buy
46,436
+35,368
+320% +$1.63M 0.5% 29
2021
Q4
$547K Buy
+11,068
New +$547K 0.13% 50
2021
Q1
Sell
-1,301
Closed -$65K 474
2020
Q4
$65K Buy
+1,301
New +$65K 0.02% 123