Berger Financial Group’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 | $2.1M | Sell |
42,365
-511
| -1% | -$25.3K | 0.14% | 128 |
|
2025
Q1 | $1.94M | Sell |
42,876
-330,632
| -89% | -$15M | 0.13% | 127 |
|
2024
Q4 | $16.4M | Buy |
373,508
+28,305
| +8% | +$1.25M | 1.14% | 18 |
|
2024
Q3 | $16.5M | Buy |
345,203
+24,447
| +8% | +$1.17M | 1.19% | 18 |
|
2024
Q2 | $14M | Buy |
320,756
+54,086
| +20% | +$2.37M | 1.12% | 20 |
|
2024
Q1 | $11.1M | Buy |
266,670
+48,943
| +22% | +$2.04M | 0.92% | 24 |
|
2023
Q4 | $8.95M | Buy |
217,727
+11,371
| +6% | +$467K | 0.93% | 23 |
|
2023
Q3 | $8.09M | Buy |
206,356
+13,718
| +7% | +$538K | 0.93% | 23 |
|
2023
Q2 | $7.84M | Buy |
192,638
+17,798
| +10% | +$724K | 0.89% | 23 |
|
2023
Q1 | $7.06M | Buy |
174,840
+69,975
| +67% | +$2.83M | 0.85% | 26 |
|
2022
Q4 | $4.09M | Sell |
104,865
-2,102
| -2% | -$81.9K | 0.54% | 58 |
|
2022
Q3 | $3.9M | Buy |
106,967
+2,455
| +2% | +$89.6K | 0.57% | 51 |
|
2022
Q2 | $4.35M | Buy |
104,512
+4,825
| +5% | +$201K | 0.64% | 45 |
|
2022
Q1 | $4.6M | Buy |
99,687
+1,833
| +2% | +$84.6K | 0.58% | 48 |
|
2021
Q4 | $4.84M | Buy |
97,854
+11,136
| +13% | +$551K | 0.64% | 49 |
|
2021
Q3 | $4.34M | Buy |
86,718
+6,050
| +7% | +$303K | 0.78% | 45 |
|
2021
Q2 | $4.38M | Buy |
80,668
+32,910
| +69% | +$1.79M | 0.79% | 46 |
|
2021
Q1 | $2.49M | Buy |
47,758
+21,527
| +82% | +$1.12M | 0.54% | 59 |
|
2020
Q4 | $1.31M | Buy |
+26,231
| New | +$1.31M | 0.23% | 88 |
|