CWM
Congress Wealth Management’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 | $22.2M | Buy |
448,601
+26,500
| +6% | +$1.31M | 0.22% | 115 |
|
|
2025
Q1 | $19.1M | Buy |
422,101
+12,727
| +3% | +$576K | 0.23% | 117 |
|
|
2024
Q4 | $18M | Buy |
409,374
+8,022
| +2% | +$353K | 0.25% | 116 |
|
|
2024
Q3 | $19.2M | Buy |
401,352
+144,707
| +56% | +$6.92M | 0.26% | 102 |
|
|
2024
Q2 | $11.2M | Buy |
256,645
+62,440
| +32% | +$2.73M | 0.18% | 161 |
|
|
2024
Q1 | $8.11M | Sell |
194,205
-29,369
| -13% | -$1.23M | 0.14% | 186 |
|
|
2023
Q4 | $9.19M | Sell |
223,574
-7,039
| -3% | -$289K | 0.17% | 163 |
|
|
2023
Q3 | $9.04M | Buy |
230,613
+24,849
| +12% | +$974K | 0.19% | 155 |
|
|
2023
Q2 | $8.37M | Sell |
205,764
-7,822
| -4% | -$318K | 0.19% | 146 |
|
|
2023
Q1 | $8.63M | Sell |
213,586
-11,686
| -5% | -$472K | 0.21% | 143 |
|
|
2022
Q4 | $8.78M | Buy |
225,272
+4,788
| +2% | +$187K | 0.23% | 136 |
|
|
2022
Q3 | $8.05M | Buy |
220,484
+71,709
| +48% | +$2.62M | 0.22% | 141 |
|
|
2022
Q2 | $6.2M | Sell |
148,775
-102
| -0.1% | -$4.25K | 0.16% | 170 |
|
|
2022
Q1 | $6.87M | Sell |
148,877
-51,541
| -26% | -$2.38M | 0.15% | 178 |
|
|
2021
Q4 | $9.91M | Buy |
+200,418
| New | +$9.91M | 0.2% | 150 |
|