Cherry Tree Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.68M	Sell	123,678 -3,542	-3%	-$198K	1.41%	21
2025 Q4	$6.84M	Buy	127,220 +5,858	+5%	+$318K	1.44%	21
2025 Q3	$6.58M	Sell	121,362 -1,613	-1%	-$83.1K	1.44%	20
2025 Q2	$6.08M	Sell	122,975 -1,607	-1%	-$74.5K	1.41%	20
2025 Q1	$5.64M	Sell	124,582 -435	-0.3%	-$19.6K	1.36%	21
2024 Q4	$5.51M	Sell	125,017 -926	-0.7%	-$43K	1.36%	22
2024 Q3	$6.03M	Buy	125,943 +275	+0.2%	+$12.2K	1.43%	21
2024 Q2	$5.5M	Buy	125,668 +3,272	+3%	+$141K	1.38%	22
2024 Q1	$5.11M	Buy	122,396 +1,067	+0.9%	+$43.5K	1.29%	24
2023 Q4	$4.99M	Sell	121,329 -1,807	-1%	-$71.7K	1.33%	24
2023 Q3	$4.83M	Buy	123,136 +5,205	+4%	+$212K	1.41%	24
2023 Q2	$4.8M	Buy	+117,931	New	+$4.75M	1.4%	24