Brown Wealth Management’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
$644K Buy
13,024
+1,599
+14% +$79.1K 0.2% 59
2025
Q1
$517K Sell
11,425
-920
-7% -$41.6K 0.18% 58
2024
Q4
$544K Buy
12,345
+356
+3% +$15.7K 0.19% 50
2024
Q3
$574K Sell
11,989
-903
-7% -$43.2K 0.21% 52
2024
Q2
$564K Sell
12,892
-2,562
-17% -$112K 0.23% 52
2024
Q1
$646K Sell
15,454
-2,736
-15% -$114K 0.27% 47
2023
Q4
$748K Buy
18,190
+5,588
+44% +$230K 0.33% 44
2023
Q3
$494K Sell
12,602
-116,460
-90% -$4.57M 0.24% 49
2023
Q2
$5.25M Buy
+129,062
New +$5.25M 2.71% 10