BWM
BigSur Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Hold |
54,400
| – | – | 0.68% | 42 |
|
|
2025
Q1 | $2.46M | Hold |
54,400
| – | – | 0.67% | 41 |
|
|
2024
Q4 | $2.4M | Hold |
54,400
| – | – | 0.68% | 40 |
|
|
2024
Q3 | $2.6M | Buy |
54,400
+700
| +1% | +$33.5K | 0.72% | 42 |
|
|
2024
Q2 | $2.35M | Sell |
53,700
-18
| -0% | -$788 | 0.72% | 40 |
|
|
2024
Q1 | $2.24M | Buy |
53,718
+7,000
| +15% | +$292K | 0.7% | 40 |
|
|
2023
Q4 | $1.92M | Buy |
46,718
+700
| +2% | +$28.8K | 0.91% | 28 |
|
|
2023
Q3 | $1.8M | Sell |
46,018
-2,147
| -4% | -$84.2K | 0.91% | 31 |
|
|
2023
Q2 | $1.96M | Buy |
48,165
+12
| +0% | +$488 | 0.94% | 32 |
|
|
2023
Q1 | $1.95M | Buy |
48,153
+2,135
| +5% | +$86.3K | 0.91% | 32 |
|
|
2022
Q4 | $1.79M | Hold |
46,018
| – | – | 0.86% | 34 |
|
|
2022
Q3 | $1.68M | Hold |
46,018
| – | – | 0.85% | 33 |
|
|
2022
Q2 | $1.92M | Hold |
46,018
| – | – | 0.9% | 33 |
|
|
2022
Q1 | $2.12M | Hold |
46,018
| – | – | 0.83% | 34 |
|
|
2021
Q4 | $2.28M | Hold |
46,018
| – | – | 0.89% | 34 |
|
|
2021
Q3 | $2.3M | Hold |
46,018
| – | – | 1.03% | 30 |
|
|
2021
Q2 | $2.5M | Buy |
46,018
+13,600
| +42% | +$739K | 1.13% | 27 |
|
|
2021
Q1 | $1.69M | Buy |
32,418
+5,400
| +20% | +$281K | 0.87% | 33 |
|
|
2020
Q4 | $1.35M | Hold |
27,018
| – | – | 0.76% | 40 |
|
|
2020
Q3 | $1.17M | Buy |
27,018
+18
| +0.1% | +$778 | 0.74% | 44 |
|
|
2020
Q2 | $1.07M | Hold |
27,000
| – | – | 0.76% | 35 |
|
|
2020
Q1 | $906K | Buy |
+27,000
| New | +$906K | 0.68% | 36 |
|