Family Management’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
2026 Q1	$4.18M	Buy	77,278 +76,905	+20,618%	+$4.31M	0.5%	46
2025 Q4	$20.1K	Buy	+373	New	+$20.3K	﹤0.01%	268
2025 Q2	–	Sell	-78	Closed	-$3.53K	–	252
2025 Q1	$3.53K	Buy	+78	New	+$3.51K	﹤0.01%	209
2023 Q1	–	Sell	-372	Closed	-$14.5K	–	179
2022 Q4	$14.5K	Buy	+372	New	+$14.2K	﹤0.01%	163
2020 Q2	–	Sell	-366	Closed	-$12K	–	179
2020 Q1	$12K	Sell	366 -3,896	-91%	-$159K	0.01%	151
2019 Q4	$190K	Sell	4,262 -310	-7%	-$13.1K	0.07%	149
2019 Q3	$184K	Sell	4,572 -133	-3%	-$5.49K	0.07%	135
2019 Q2	$200K	Sell	4,705 -525	-10%	-$22.1K	0.08%	125
2019 Q1	$222K	Buy	+5,230	New	+$215K	0.1%	116
2016 Q3	–	Sell	-23,400	Closed	-$824K	–	85
2016 Q2	$824K	Sell	23,400 -655	-3%	-$22.4K	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%	+$29.1K	0.46%	51
2014 Q2	$1.01M	Buy	+23,400	New	+$986K	0.49%	45