BFO
Biltmore Family Office’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 | $259K | Hold |
5,245
| – | – | 0.04% | 182 |
|
2025
Q1 | $237K | Hold |
5,245
| – | – | 0.04% | 188 |
|
2024
Q4 | $231K | Sell |
5,245
-427
| -8% | -$18.8K | 0.04% | 187 |
|
2024
Q3 | $271K | Sell |
5,672
-675
| -11% | -$32.3K | 0.05% | 178 |
|
2024
Q2 | $278K | Buy |
6,347
+427
| +7% | +$18.7K | 0.05% | 163 |
|
2024
Q1 | $247K | Sell |
5,920
-1,000
| -14% | -$41.8K | 0.05% | 169 |
|
2023
Q4 | $284K | Hold |
6,920
| – | – | 0.06% | 156 |
|
2023
Q3 | $271K | Buy |
6,920
+470
| +7% | +$18.4K | 0.06% | 161 |
|
2023
Q2 | $262K | Hold |
6,450
| – | – | 0.06% | 160 |
|
2023
Q1 | $261K | Hold |
6,450
| – | – | 0.05% | 194 |
|
2022
Q4 | $251K | Hold |
6,450
| – | – | 0.05% | 191 |
|
2022
Q3 | $235K | Sell |
6,450
-1,000
| -13% | -$36.4K | 0.05% | 153 |
|
2022
Q2 | $310K | Hold |
7,450
| – | – | 0.08% | 140 |
|
2022
Q1 | $344K | Sell |
7,450
-500
| -6% | -$23.1K | 0.07% | 143 |
|
2021
Q4 | $393K | Buy |
7,950
+2,500
| +46% | +$124K | 0.07% | 150 |
|
2021
Q3 | $273K | Hold |
5,450
| – | – | 0.07% | 154 |
|
2021
Q2 | $296K | Hold |
5,450
| – | – | 0.08% | 137 |
|
2021
Q1 | $284K | Hold |
5,450
| – | – | 0.09% | 131 |
|
2020
Q4 | $273K | Hold |
5,450
| – | – | 0.08% | 139 |
|
2020
Q3 | $236K | Hold |
5,450
| – | – | 0.13% | 122 |
|
2020
Q2 | $216K | Sell |
5,450
-2,750
| -34% | -$109K | 0.13% | 130 |
|
2020
Q1 | $275K | Hold |
8,200
| – | – | 0.18% | 116 |
|
2019
Q4 | $365K | Hold |
8,200
| – | – | 0.15% | 125 |
|
2019
Q3 | $330K | Hold |
8,200
| – | – | 0.14% | 121 |
|
2019
Q2 | $349K | Hold |
8,200
| – | – | 0.19% | 99 |
|
2019
Q1 | $349K | Hold |
8,200
| – | – | 0.18% | 110 |
|
2018
Q4 | $312K | Hold |
8,200
| – | – | 0.18% | 113 |
|
2018
Q3 | $340K | Sell |
8,200
-350
| -4% | -$14.5K | 0.16% | 113 |
|
2018
Q2 | $361K | Hold |
8,550
| – | – | 0.18% | 105 |
|
2018
Q1 | $402K | Hold |
8,550
| – | – | 0.18% | 119 |
|
2017
Q4 | $393K | Buy |
+8,550
| New | +$393K | 0.18% | 107 |
|