Blue Bell Private Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Blue Bell Private Wealth Management’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$290K	Buy	5,854 +2,400	+69%	+$119K	0.05%	197
2025 Q1	$156K	Buy	3,454 +308	+10%	+$13.9K	0.03%	250
2024 Q4	$139K	Buy	3,146 +318	+11%	+$14K	0.03%	240
2024 Q3	$135K	Buy	2,828 +62	+2%	+$2.97K	0.03%	250
2024 Q2	$121K	Buy	2,766 +999	+57%	+$43.7K	0.03%	256
2024 Q1	$73.8K	Buy	1,767 +566	+47%	+$23.6K	0.02%	297
2023 Q4	$49.4K	Buy	1,201 +203	+20%	+$8.34K	0.01%	320
2023 Q3	$39.1K	Buy	998 +199	+25%	+$7.8K	0.01%	289
2023 Q2	$32.5K	Buy	799 +187	+31%	+$7.61K	0.01%	305
2023 Q1	$24.7K	Buy	612 +233	+61%	+$9.41K	0.01%	293
2022 Q4	$14.8K	Buy	379 +307	+426%	+$12K	﹤0.01%	338
2022 Q3	$3K	Buy	+72	New	+$3K	﹤0.01%	566
2020 Q2	–	Sell	-200	Closed	-$7K	–	206
2020 Q1	$7K	Hold	200	–	–	﹤0.01%	159
2019 Q4	$9K	Hold	200	–	–	﹤0.01%	159
2019 Q3	$8K	Hold	200	–	–	﹤0.01%	159
2019 Q2	$9K	Hold	200	–	–	﹤0.01%	153
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	152
2018 Q4	$8K	Hold	200	–	–	﹤0.01%	164
2018 Q3	$8K	Hold	200	–	–	﹤0.01%	175
2018 Q2	$8K	Sell	200 -200	-50%	-$8K	﹤0.01%	170
2018 Q1	$18K	Hold	400	–	–	0.01%	154
2017 Q4	$18K	Hold	400	–	–	0.01%	155
2017 Q3	$17K	Hold	400	–	–	0.01%	158
2017 Q2	$16K	Hold	400	–	–	0.01%	172
2017 Q1	$16K	Sell	400 -200	-33%	-$8K	0.01%	162
2016 Q4	$22K	Sell	600 -843	-58%	-$30.9K	0.01%	158
2016 Q3	$55K	Sell	1,443 -240	-14%	-$9.15K	0.03%	196
2016 Q2	$60K	Hold	1,683	–	–	0.04%	190
2016 Q1	$58K	Hold	1,683	–	–	0.04%	210
2015 Q4	$55K	Sell	1,683 -1,957	-54%	-$64K	0.04%	203
2015 Q3	$120K	Hold	3,640	–	–	0.08%	131
2015 Q2	$149K	Hold	3,640	–	–	0.09%	116
2015 Q1	$148K	Hold	3,640	–	–	0.09%	119
2014 Q4	$145K	Hold	3,640	–	–	0.08%	123
2014 Q3	$152K	Buy	3,640 +600	+20%	+$25.1K	0.09%	123
2014 Q2	$131K	Buy	3,040 +1,201	+65%	+$51.8K	0.08%	132
2014 Q1	$75K	Hold	1,839	–	–	0.05%	161
2013 Q4	$76K	Buy	+1,839	New	+$76K	0.06%	156