Bigelow Investment 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
$934K Sell
18,874
-2,053
-10% -$102K 0.41% 68
2025
Q1
$947K Sell
20,927
-1,103
-5% -$49.9K 0.45% 68
2024
Q4
$970K Sell
22,030
-3,842
-15% -$169K 0.46% 64
2024
Q3
$1.24M Sell
25,872
-1,166
-4% -$55.8K 0.55% 55
2024
Q2
$1.18M Sell
27,038
-637
-2% -$27.9K 0.56% 53
2024
Q1
$1.16M Sell
27,675
-20,033
-42% -$837K 0.57% 53
2023
Q4
$1.96M Buy
47,708
+1,599
+3% +$65.7K 1.06% 22
2023
Q3
$1.81M Buy
46,109
+4,507
+11% +$177K 1.04% 22
2023
Q2
$1.69M Buy
41,602
+4,919
+13% +$200K 0.92% 29
2023
Q1
$1.48M Buy
36,683
+12,641
+53% +$511K 0.85% 33
2022
Q4
$937K Buy
24,042
+9,573
+66% +$373K 0.54% 57
2022
Q3
$528K Buy
14,469
+2,505
+21% +$91.4K 0.32% 92
2022
Q2
$498K Buy
11,964
+3,201
+37% +$133K 0.27% 98
2022
Q1
$404K Sell
8,763
-50
-0.6% -$2.31K 0.19% 110
2021
Q4
$436K Sell
8,813
-465
-5% -$23K 0.2% 103
2021
Q3
$464K Buy
9,278
+2,000
+27% +$100K 0.23% 97
2021
Q2
$395K Hold
7,278
0.19% 106
2021
Q1
$379K Buy
7,278
+1,825
+33% +$95K 0.19% 107
2020
Q4
$273K Sell
5,453
-450
-8% -$22.5K 0.14% 126
2020
Q3
$255K Sell
5,903
-66
-1% -$2.85K 0.15% 127
2020
Q2
$236K Sell
5,969
-3,689
-38% -$146K 0.15% 127
2020
Q1
$324K Sell
9,658
-2,302
-19% -$77.2K 0.24% 106
2019
Q4
$532K Hold
11,960
0.31% 91
2019
Q3
$482K Hold
11,960
0.31% 95
2019
Q2
$509K Buy
11,960
+1,845
+18% +$78.5K 0.34% 86
2019
Q1
$430K Sell
10,115
-316
-3% -$13.4K 0.3% 94
2018
Q4
$397K Sell
10,431
-313
-3% -$11.9K 0.3% 98
2018
Q3
$441K Sell
10,744
-162
-1% -$6.65K 0.3% 96
2018
Q2
$460K Buy
10,906
+386
+4% +$16.3K 0.31% 95
2018
Q1
$494K Buy
10,520
+2,636
+33% +$124K 0.34% 90
2017
Q4
$362K Buy
+7,884
New +$362K 0.36% 76