EP Wealth Advisors’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 | $294M | Buy |
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|
2025
Q1 | $245M | Buy |
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|
2024
Q4 | $210M | Buy |
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|
2024
Q3 | $194M | Buy |
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|
2024
Q2 | $145M | Buy |
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|
2024
Q1 | $122M | Buy |
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|
2023
Q4 | $109M | Buy |
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|
2023
Q3 | $94.9M | Buy |
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|
2023
Q2 | $81.7M | Buy |
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|
2023
Q1 | $3.66M | Sell |
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|
2022
Q4 | $68.5M | Buy |
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|
2022
Q3 | $47.4M | Buy |
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|
2022
Q2 | $49.2M | Buy |
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|
2022
Q1 | $38.6M | Buy |
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|
2021
Q4 | $31.2M | Buy |
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|
2021
Q3 | $26.3M | Buy |
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|
2021
Q2 | $22.7M | Buy |
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|
2021
Q1 | $15M | Buy |
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|
2020
Q4 | $10.6M | Buy |
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|
2020
Q3 | $7.93M | Sell |
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|
2020
Q2 | $16.6M | Sell |
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|
2020
Q1 | $16.7M | Sell |
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|
2019
Q4 | $26.7M | Buy |
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|
2019
Q3 | $11.1M | Buy |
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|
2019
Q2 | $2.61M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.47M | Buy |
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|
2018
Q3 | $1.28M | Buy |
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|
2018
Q2 | $981K | Buy |
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|
2018
Q1 | $1.07M | Buy |
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|
2017
Q4 | $1.03M | Buy |
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|
2017
Q3 | $770K | Sell |
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|
2017
Q2 | $879K | Buy |
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|
2017
Q1 | $798K | Buy |
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|
2016
Q4 | $446K | Sell |
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|
2016
Q3 | $573K | Buy |
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|
2016
Q2 | $510K | Buy |
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|
2016
Q1 | $486K | Sell |
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|
2015
Q4 | $1.72M | Buy |
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|
2015
Q3 | $1.33M | Buy |
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|
2015
Q2 | $739K | Sell |
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|
2015
Q1 | $937K | Sell |
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|
2014
Q4 | $3.55M | Buy |
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|
2014
Q3 | $219K | Sell |
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|
2014
Q2 | $252K | Sell |
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|
2014
Q1 | $245K | Sell |
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|
2013
Q4 | $303K | Buy |
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