Delap Wealth Advisory’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 | $3.78M | Buy |
76,494
+33,712
| +79% | +$1.67M | 1.82% | 16 |
|
2025
Q1 | $1.94M | Buy |
42,782
+2,204
| +5% | +$99.8K | 1.08% | 25 |
|
2024
Q4 | $1.79M | Buy |
40,578
+1,444
| +4% | +$63.6K | 1.07% | 24 |
|
2024
Q3 | $1.87M | Sell |
39,134
-5,929
| -13% | -$284K | 1.18% | 23 |
|
2024
Q2 | $1.97M | Sell |
45,063
-3,312
| -7% | -$145K | 0.91% | 22 |
|
2024
Q1 | $2.02M | Sell |
48,375
-47,465
| -50% | -$1.98M | 0.82% | 26 |
|
2023
Q4 | $3.94M | Buy |
95,840
+15,649
| +20% | +$643K | 1.78% | 15 |
|
2023
Q3 | $3.14M | Sell |
80,191
-1,599
| -2% | -$62.7K | 3.04% | 11 |
|
2023
Q2 | $3.33M | Sell |
81,790
-1,563
| -2% | -$63.6K | 3.26% | 10 |
|
2023
Q1 | $3.37M | Buy |
83,353
+1,403
| +2% | +$56.7K | 3.45% | 9 |
|
2022
Q4 | $3.19M | Buy |
+81,950
| New | +$3.19M | 3.34% | 9 |
|