Executive Wealth Group’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
2024 Q1	$10.1M	Buy	246,869 +164,591	+200%	+$6.72M	2.1%	13
2023 Q4	$3.38M	Buy	82,278 +808	+1%	+$32K	2.15%	13
2023 Q3	$3.19M	Buy	81,470 +375	+0.5%	+$15.3K	2.27%	14
2023 Q2	$3.3M	Buy	81,095 +263	+0.3%	+$10.6K	2.23%	14
2023 Q1	$3.27M	Buy	80,832 +33	+0%	+$1.34K	2.31%	14
2022 Q4	$3.15M	Sell	80,799 -2,695	-3%	-$103K	2.4%	14
2022 Q3	$3.05M	Buy	83,494 +261	+0.3%	+$10.6K	2.62%	14
2022 Q2	$3.47M	Buy	83,233 +537	+0.6%	+$23.2K	2.68%	14
2022 Q1	$3.81M	Buy	82,696 +1,345	+2%	+$64.7K	2.5%	14
2021 Q4	$4.02M	Buy	81,351 +645	+0.8%	+$32.5K	2.49%	14
2021 Q3	$4.04M	Buy	80,706 +2,111	+3%	+$109K	2.47%	15
2021 Q2	$4.27M	Sell	78,595 -487	-0.6%	-$25.9K	2.53%	15
2021 Q1	$4.12M	Buy	79,082 +4,512	+6%	+$240K	2.53%	16
2020 Q4	$3.74M	Buy	74,570 +428	+0.6%	+$20.1K	2.52%	17
2020 Q3	$3.21M	Buy	74,142 +5,212	+8%	+$227K	2.46%	16
2020 Q2	$2.73M	Sell	68,930 -1,090	-2%	-$40.4K	2.18%	17
2020 Q1	$2.35M	Buy	70,020 +1,792	+3%	+$73.1K	2.25%	16
2019 Q4	$3.03M	Buy	68,228 +6,874	+11%	+$291K	2.3%	17
2019 Q3	$2.47M	Sell	61,354 -1,580	-3%	-$65.2K	1.98%	18
2019 Q2	$2.68M	Buy	62,934 +4,288	+7%	+$180K	2.05%	17
2019 Q1	$2.49M	Buy	58,646 +110	+0.2%	+$4.53K	1.94%	17
2018 Q4	$2.23M	Sell	58,536 -1,379	-2%	-$53.4K	2.11%	17
2018 Q3	$2.46M	Hold	59,915	–	–	2.04%	17
2018 Q2	$2.53M	Buy	59,915 +8,807	+17%	+$398K	2.25%	17
2018 Q1	$2.4M	Buy	51,108 +9,025	+21%	+$433K	2.07%	17
2017 Q4	$1.93M	Buy	+42,083	New	+$1.88M	1.73%	17