Clifford Swan Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $450K | Buy |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $641K | Sell |
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|
2024
Q3 | $701K | Hold |
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|
2024
Q2 | $641K | Hold |
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|
2024
Q1 | $612K | Buy |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $398K | Sell |
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|
2023
Q2 | $415K | Hold |
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $400K | Hold |
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|
2022
Q3 | $374K | Sell |
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|
2022
Q2 | $440K | Sell |
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|
2022
Q1 | $593K | Sell |
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|
2021
Q4 | $687K | Sell |
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|
2021
Q3 | $779K | Sell |
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|
2021
Q2 | $791K | Buy |
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|
2021
Q1 | $793K | Buy |
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|
2020
Q4 | $688K | Hold |
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|
2020
Q3 | $594K | Buy |
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|
2020
Q2 | $482K | Sell |
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|
2020
Q1 | $410K | Buy |
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|
2019
Q4 | $442K | Hold |
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|
2019
Q3 | $400K | Sell |
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|
2019
Q2 | $488K | Buy |
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|
2019
Q1 | $273K | Sell |
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|
2018
Q4 | $264K | Sell |
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|
2018
Q3 | $735K | Hold |
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|
2018
Q2 | $756K | Buy |
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|
2018
Q1 | $788K | Hold |
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|
2017
Q4 | $770K | Buy |
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|
2017
Q3 | $664K | Hold |
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|
2017
Q2 | $622K | Buy |
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|
2017
Q1 | $546K | Buy |
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|
2016
Q4 | $474K | Sell |
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|
2016
Q3 | $532K | Hold |
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|
2016
Q2 | $498K | Hold |
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|
2016
Q1 | $489K | Sell |
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|
2015
Q4 | $482K | Hold |
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|
2015
Q3 | $488K | Hold |
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|
2015
Q2 | $602K | Hold |
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|
2015
Q1 | $602K | Hold |
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|
2014
Q4 | $590K | Sell |
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|
2014
Q3 | $673K | Hold |
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|
2014
Q2 | $696K | Hold |
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|
2014
Q1 | $655K | Hold |
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|
2013
Q4 | $664K | Sell |
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|
2013
Q3 | $684K | Buy |
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|
2013
Q2 | $641K | Buy |
|