Birch Hill 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 | $6.04M | Buy |
122,050
+469
| +0.4% | +$23.2K | 0.27% | 54 |
|
|
2025
Q1 | $5.5M | Buy |
121,581
+19
| +0% | +$860 | 0.26% | 52 |
|
|
2024
Q4 | $5.35M | Buy |
121,562
+1,858
| +2% | +$81.8K | 0.25% | 55 |
|
|
2024
Q3 | $5.73M | Buy |
119,704
+2,934
| +3% | +$140K | 0.27% | 54 |
|
|
2024
Q2 | $5.11M | Buy |
116,770
+4,317
| +4% | +$189K | 0.25% | 54 |
|
|
2024
Q1 | $4.7M | Sell |
112,453
-5,531
| -5% | -$231K | 0.23% | 55 |
|
|
2023
Q4 | $4.85M | Sell |
117,984
-3,170
| -3% | -$130K | 0.26% | 53 |
|
|
2023
Q3 | $4.75M | Sell |
121,154
-1,690
| -1% | -$66.3K | 0.28% | 50 |
|
|
2023
Q2 | $5M | Sell |
122,844
-2,676
| -2% | -$109K | 0.29% | 52 |
|
|
2023
Q1 | $5.07M | Buy |
125,520
+532
| +0.4% | +$21.5K | 0.32% | 52 |
|
|
2022
Q4 | $4.87M | Buy |
124,988
+10,495
| +9% | +$409K | 0.31% | 52 |
|
|
2022
Q3 | $4.18M | Sell |
114,493
-17
| -0% | -$620 | 0.28% | 54 |
|
|
2022
Q2 | $4.77M | Sell |
114,510
-2,160
| -2% | -$90K | 0.3% | 53 |
|
|
2022
Q1 | $5.38M | Buy |
116,670
+14
| +0% | +$646 | 0.29% | 56 |
|
|
2021
Q4 | $5.77M | Sell |
116,656
-394
| -0.3% | -$19.5K | 0.29% | 56 |
|
|
2021
Q3 | $5.85M | Buy |
117,050
+665
| +0.6% | +$33.3K | 0.31% | 53 |
|
|
2021
Q2 | $6.32M | Buy |
116,385
+1,268
| +1% | +$68.9K | 0.34% | 52 |
|
|
2021
Q1 | $5.99M | Sell |
115,117
-580
| -0.5% | -$30.2K | 0.34% | 53 |
|
|
2020
Q4 | $5.8M | Sell |
115,697
-5,089
| -4% | -$255K | 0.35% | 47 |
|
|
2020
Q3 | $5.22M | Sell |
120,786
-6,233
| -5% | -$270K | 0.35% | 43 |
|
|
2020
Q2 | $5.03M | Sell |
127,019
-3,301
| -3% | -$131K | 0.37% | 45 |
|
|
2020
Q1 | $4.37M | Sell |
130,320
-3,947
| -3% | -$132K | 0.38% | 44 |
|
|
2019
Q4 | $5.97M | Buy |
134,267
+3,969
| +3% | +$177K | 0.39% | 46 |
|
|
2019
Q3 | $5.25M | Sell |
130,298
-3,328
| -2% | -$134K | 0.38% | 45 |
|
|
2019
Q2 | $5.68M | Buy |
133,626
+3,658
| +3% | +$156K | 0.42% | 46 |
|
|
2019
Q1 | $5.52M | Sell |
129,968
-1,578
| -1% | -$67.1K | 0.42% | 47 |
|
|
2018
Q4 | $5.01M | Sell |
131,546
-12,502
| -9% | -$476K | 0.44% | 44 |
|
|
2018
Q3 | $5.91M | Buy |
144,048
+3,030
| +2% | +$124K | 0.43% | 47 |
|
|
2018
Q2 | $5.95M | Buy |
141,018
+2,136
| +2% | +$90.1K | 0.47% | 46 |
|
|
2018
Q1 | $6.53M | Buy |
138,882
+7,516
| +6% | +$353K | 0.54% | 46 |
|
|
2017
Q4 | $6.03M | Buy |
131,366
+18,314
| +16% | +$841K | 0.5% | 45 |
|
|
2017
Q3 | $4.93M | Buy |
113,052
+21,489
| +23% | +$936K | 0.43% | 47 |
|
|
2017
Q2 | $3.74M | Buy |
91,563
+3,512
| +4% | +$143K | 0.33% | 50 |
|
|
2017
Q1 | $3.5M | Buy |
88,051
+5,223
| +6% | +$207K | 0.3% | 54 |
|
|
2016
Q4 | $2.96M | Buy |
82,828
+10
| +0% | +$358 | 0.27% | 53 |
|
|
2016
Q3 | $3.12M | Buy |
82,818
+14,203
| +21% | +$534K | 0.29% | 52 |
|
|
2016
Q2 | $2.42M | Buy |
68,615
+13,074
| +24% | +$461K | 0.24% | 55 |
|
|
2016
Q1 | $1.92M | Buy |
55,541
+2,722
| +5% | +$94.1K | 0.2% | 59 |
|
|
2015
Q4 | $1.73M | Buy |
52,819
+2,398
| +5% | +$78.5K | 0.18% | 64 |
|
|
2015
Q3 | $1.67M | Buy |
50,421
+24,813
| +97% | +$821K | 0.18% | 63 |
|
|
2015
Q2 | $1.05M | Hold |
25,608
| – | – | 0.11% | 78 |
|
|
2015
Q1 | $1.05M | Buy |
25,608
+2,677
| +12% | +$109K | 0.11% | 80 |
|
|
2014
Q4 | $918K | Sell |
22,931
-400
| -2% | -$16K | 0.09% | 83 |
|
|
2014
Q3 | $973K | Buy |
23,331
+1,777
| +8% | +$74.1K | 0.1% | 81 |
|
|
2014
Q2 | $930K | Buy |
21,554
+47
| +0.2% | +$2.03K | 0.1% | 81 |
|
|
2014
Q1 | $873K | Buy |
21,507
+3,036
| +16% | +$123K | 0.09% | 83 |
|
|
2013
Q4 | $760K | Sell |
18,471
-1,695
| -8% | -$69.7K | 0.08% | 90 |
|
|
2013
Q3 | $809K | Buy |
20,166
+7,724
| +62% | +$310K | 0.1% | 89 |
|
|
2013
Q2 | $483K | Buy |
+12,442
| New | +$483K | 0.06% | 104 |
|