Evergreen 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 | $488K | Sell |
9,863
-160
| -2% | -$7.91K | 0.27% | 49 |
|
|
2025
Q1 | $454K | Sell |
10,023
-10,406
| -51% | -$471K | 0.27% | 50 |
|
|
2024
Q4 | $900K | Sell |
20,429
-1,097
| -5% | -$48.3K | 0.53% | 47 |
|
|
2024
Q3 | $1.03M | Buy |
21,526
+1,190
| +6% | +$56.9K | 0.62% | 46 |
|
|
2024
Q2 | $890K | Hold |
20,336
| – | – | 0.59% | 47 |
|
|
2024
Q1 | $849K | Hold |
20,336
| – | – | 0.58% | 48 |
|
|
2023
Q4 | $836K | Buy |
20,336
+890
| +5% | +$36.6K | 0.61% | 47 |
|
|
2023
Q3 | $762K | Buy |
19,446
+463
| +2% | +$18.2K | 0.6% | 49 |
|
|
2023
Q2 | $772K | Buy |
18,983
+3,952
| +26% | +$161K | 0.6% | 45 |
|
|
2023
Q1 | $607K | Buy |
15,031
+980
| +7% | +$39.6K | 0.54% | 46 |
|
|
2022
Q4 | $548K | Buy |
+14,051
| New | +$548K | 0.5% | 50 |
|