CIA
Choate Investment Advisors’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 | $549K | Hold |
11,091
| – | – | 0.01% | 262 |
|
|
2025
Q1 | $502K | Buy |
11,091
+4,266
| +63% | +$193K | 0.01% | 255 |
|
|
2024
Q4 | $301K | Sell |
6,825
-22,764
| -77% | -$1M | 0.01% | 327 |
|
|
2024
Q3 | $1.42M | Hold |
29,589
| – | – | 0.04% | 161 |
|
|
2024
Q2 | $1.29M | Sell |
29,589
-7,031
| -19% | -$308K | 0.03% | 166 |
|
|
2024
Q1 | $1.53M | Sell |
36,620
-1,200
| -3% | -$50.1K | 0.04% | 158 |
|
|
2023
Q4 | $1.55M | Buy |
37,820
+590
| +2% | +$24.2K | 0.05% | 145 |
|
|
2023
Q3 | $1.46M | Buy |
37,230
+36,975
| +14,500% | +$1.45M | 0.06% | 128 |
|
|
2023
Q2 | $10.4K | Hold |
255
| – | – | ﹤0.01% | 343 |
|
|
2023
Q1 | $10.3K | Sell |
255
-440
| -63% | -$17.8K | ﹤0.01% | 316 |
|
|
2022
Q4 | $27.1K | Sell |
695
-185
| -21% | -$7.21K | ﹤0.01% | 314 |
|
|
2022
Q3 | $32K | Sell |
880
-570
| -39% | -$20.7K | ﹤0.01% | 279 |
|
|
2022
Q2 | $61K | Sell |
1,450
-4,621
| -76% | -$194K | ﹤0.01% | 281 |
|
|
2022
Q1 | $280K | Sell |
6,071
-6,542
| -52% | -$302K | 0.01% | 253 |
|
|
2021
Q4 | $624K | Buy |
12,613
+1,748
| +16% | +$86.5K | 0.04% | 163 |
|
|
2021
Q3 | $544K | Sell |
10,865
-16
| -0.1% | -$801 | 0.03% | 170 |
|
|
2021
Q2 | $591K | Buy |
10,881
+105
| +1% | +$5.7K | 0.04% | 165 |
|
|
2021
Q1 | $561K | Sell |
10,776
-856
| -7% | -$44.6K | 0.03% | 168 |
|
|
2020
Q4 | $583K | Sell |
11,632
-23,667
| -67% | -$1.19M | 0.04% | 150 |
|
|
2020
Q3 | $1.53M | Buy |
35,299
+6,310
| +22% | +$273K | 0.1% | 83 |
|
|
2020
Q2 | $1.15M | Sell |
28,989
-1,790
| -6% | -$70.9K | 0.08% | 88 |
|
|
2020
Q1 | $1.03M | Buy |
30,779
+24,173
| +366% | +$811K | 0.08% | 97 |
|
|
2019
Q4 | $294K | Sell |
6,606
-371
| -5% | -$16.5K | 0.02% | 197 |
|
|
2019
Q3 | $281K | Buy |
+6,977
| New | +$281K | 0.02% | 199 |
|
|
2019
Q2 | – | Sell |
-4,797
| Closed | -$204K | – | 239 |
|
|
2019
Q1 | $204K | Sell |
4,797
-462
| -9% | -$19.6K | 0.01% | 231 |
|
|
2018
Q4 | $200K | Buy |
+5,259
| New | +$200K | 0.01% | 221 |
|
|
2018
Q3 | – | Sell |
-8,699
| Closed | -$367K | – | 227 |
|
|
2018
Q2 | $367K | Buy |
+8,699
| New | +$367K | 0.02% | 171 |
|
|
2016
Q2 | – | Sell |
-19,512
| Closed | -$675K | – | 253 |
|
|
2016
Q1 | $675K | Sell |
19,512
-2,573,210
| -99% | -$89M | 0.05% | 126 |
|
|
2015
Q4 | $104M | Buy |
2,592,722
+2,287,242
| +749% | +$91.5M | 7.55% | 4 |
|
|
2015
Q3 | $10.1M | Sell |
305,480
-1,731,325
| -85% | -$57.3M | 0.69% | 17 |
|
|
2015
Q2 | $83.3M | Sell |
2,036,805
-263,534
| -11% | -$10.8M | 4.81% | 6 |
|
|
2015
Q1 | $94M | Sell |
2,300,339
-304,439
| -12% | -$12.4M | 5.33% | 5 |
|
|
2014
Q4 | $104M | Buy |
2,604,778
+9,541
| +0.4% | +$382K | 6.12% | 5 |
|
|
2014
Q3 | $108M | Sell |
2,595,237
-20,548
| -0.8% | -$857K | 6.54% | 3 |
|
|
2014
Q2 | $113M | Buy |
2,615,785
+175,362
| +7% | +$7.56M | 6.62% | 3 |
|
|
2014
Q1 | $99M | Buy |
2,440,423
+279,815
| +13% | +$11.4M | 6.15% | 3 |
|
|
2013
Q4 | $88.9M | Buy |
2,160,608
+107,909
| +5% | +$4.44M | 5.81% | 3 |
|
|
2013
Q3 | $82.4M | Sell |
2,052,699
-110,067
| -5% | -$4.42M | 6.09% | 3 |
|
|
2013
Q2 | $83.9M | Buy |
+2,162,766
| New | +$83.9M | 6.73% | 3 |
|