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 |
|