Family 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 | – | Sell |
-78
| Closed | -$3.53K | – | 239 |
|
|
2025
Q1 | $3.53K | Buy |
+78
| New | +$3.53K | ﹤0.01% | 197 |
|
|
2023
Q1 | – | Sell |
-372
| Closed | -$14.5K | – | 178 |
|
|
2022
Q4 | $14.5K | Buy |
+372
| New | +$14.5K | ﹤0.01% | 162 |
|
|
2020
Q2 | – | Sell |
-366
| Closed | -$12K | – | 178 |
|
|
2020
Q1 | $12K | Sell |
366
-3,896
| -91% | -$128K | 0.01% | 151 |
|
|
2019
Q4 | $190K | Sell |
4,262
-310
| -7% | -$13.8K | 0.07% | 148 |
|
|
2019
Q3 | $184K | Sell |
4,572
-133
| -3% | -$5.35K | 0.07% | 134 |
|
|
2019
Q2 | $200K | Sell |
4,705
-525
| -10% | -$22.3K | 0.08% | 124 |
|
|
2019
Q1 | $222K | Buy |
+5,230
| New | +$222K | 0.1% | 115 |
|
|
2016
Q3 | – | Sell |
-23,400
| Closed | -$824K | – | 85 |
|
|
2016
Q2 | $824K | Sell |
23,400
-655
| -3% | -$23.1K | 0.47% | 43 |
|
|
2016
Q1 | $832K | Hold |
24,055
| – | – | 0.54% | 32 |
|
|
2015
Q4 | $787K | Hold |
24,055
| – | – | 0.41% | 46 |
|
|
2015
Q3 | $796K | Hold |
24,055
| – | – | 0.35% | 54 |
|
|
2015
Q2 | $983K | Hold |
24,055
| – | – | 0.41% | 55 |
|
|
2015
Q1 | $983K | Hold |
24,055
| – | – | 0.45% | 48 |
|
|
2014
Q4 | $963K | Hold |
24,055
| – | – | 0.44% | 51 |
|
|
2014
Q3 | $1M | Buy |
24,055
+655
| +3% | +$27.3K | 0.46% | 51 |
|
|
2014
Q2 | $1.01M | Buy |
+23,400
| New | +$1.01M | 0.49% | 45 |
|