ClientFirst 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 | $553K | Hold |
11,180
| – | – | 0.57% | 20 |
|
|
2025
Q1 | $506K | Hold |
11,180
| – | – | 0.57% | 18 |
|
|
2024
Q4 | $492K | Buy |
+11,180
| New | +$492K | 0.5% | 19 |
|
|
2023
Q3 | $446K | Hold |
11,261
| – | – | 0.54% | 18 |
|
|
2023
Q2 | $472K | Buy |
11,261
+815
| +8% | +$34.2K | 0.56% | 16 |
|
|
2023
Q1 | $422K | Hold |
10,446
| – | – | 0.56% | 15 |
|
|
2022
Q4 | $407K | Sell |
10,446
-4,700
| -31% | -$183K | 0.52% | 15 |
|
|
2022
Q3 | $578K | Buy |
15,146
+2,000
| +15% | +$76.3K | 0.72% | 14 |
|
|
2022
Q2 | $548K | Buy |
13,146
+200
| +2% | +$8.34K | 0.83% | 17 |
|
|
2022
Q1 | $596K | Hold |
12,946
| – | – | 0.55% | 18 |
|
|
2021
Q4 | $597K | Buy |
+12,946
| New | +$597K | 0.54% | 18 |
|