Elmwood 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 | $2.08M | Sell |
42,149
-27,244
| -39% | -$1.35M | 0.83% | 47 |
|
|
2025
Q1 | $3.14M | Buy |
69,393
+2,365
| +4% | +$107K | 1.29% | 26 |
|
|
2024
Q4 | $2.95M | Buy |
67,028
+7,520
| +13% | +$331K | 1.19% | 29 |
|
|
2024
Q3 | $2.85M | Buy |
59,508
+5,543
| +10% | +$265K | 1.17% | 34 |
|
|
2024
Q2 | $2.36M | Buy |
53,965
+4,728
| +10% | +$207K | 1.05% | 36 |
|
|
2024
Q1 | $2.06M | Buy |
49,237
+25,547
| +108% | +$1.07M | 0.88% | 40 |
|
|
2023
Q4 | $974K | Sell |
23,690
-18,313
| -44% | -$753K | 0.68% | 49 |
|
|
2023
Q3 | $1.65M | Buy |
42,003
+1,166
| +3% | +$45.7K | 0.79% | 45 |
|
|
2023
Q2 | $1.66M | Sell |
40,837
-239
| -0.6% | -$9.72K | 0.77% | 45 |
|
|
2023
Q1 | $1.66M | Buy |
41,076
+7,336
| +22% | +$296K | 0.78% | 43 |
|
|
2022
Q4 | $1.32M | Buy |
+33,740
| New | +$1.32M | 0.66% | 54 |
|
|
2022
Q1 | – | Sell |
-4,372
| Closed | -$216K | – | 327 |
|
|
2021
Q4 | $216K | Buy |
+4,372
| New | +$216K | 0.1% | 108 |
|
|
2021
Q2 | $366K | Buy |
6,740
+39
| +0.6% | +$2.12K | 0.19% | 88 |
|
|
2021
Q1 | $349K | Buy |
+6,701
| New | +$349K | 0.21% | 85 |
|
|
2020
Q3 | $82K | Hold |
2,075
| – | – | 0.07% | 112 |
|
|
2020
Q2 | $82K | Sell |
2,075
-11,496
| -85% | -$454K | 0.07% | 112 |
|
|
2020
Q1 | $638K | Sell |
13,571
-7,504
| -36% | -$353K | 0.61% | 59 |
|
|
2019
Q4 | $937K | Sell |
21,075
-414
| -2% | -$18.4K | 0.82% | 54 |
|
|
2019
Q3 | $865K | Buy |
21,489
+1,310
| +6% | +$52.7K | 0.87% | 49 |
|
|
2019
Q2 | $858K | Buy |
20,179
+2,456
| +14% | +$104K | 0.76% | 53 |
|
|
2019
Q1 | $753K | Buy |
17,723
+4,596
| +35% | +$195K | 0.7% | 56 |
|
|
2018
Q4 | $500K | Sell |
13,127
-304
| -2% | -$11.6K | 0.48% | 70 |
|
|
2018
Q3 | $551K | Sell |
13,431
-665
| -5% | -$27.3K | 0.46% | 72 |
|
|
2018
Q2 | $595K | Buy |
14,096
+525
| +4% | +$22.2K | 0.54% | 66 |
|
|
2018
Q1 | $638K | Buy |
+13,571
| New | +$638K | 0.61% | 59 |
|