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 |
|