Forvis Mazars Wealth Advisors’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 | $9.19M | Sell |
185,803
-6,344
| -3% | -$314K | 0.2% | 60 |
|
|
2025
Q1 | $8.7M | Sell |
192,147
-10,694
| -5% | -$484K | 0.21% | 60 |
|
|
2024
Q4 | $8.93M | Sell |
202,841
-9,616
| -5% | -$423K | 0.21% | 61 |
|
|
2024
Q3 | $10.2M | Sell |
212,457
-7,152
| -3% | -$342K | 0.23% | 56 |
|
|
2024
Q2 | $9.61M | Sell |
219,609
-9,018
| -4% | -$395K | 0.24% | 57 |
|
|
2024
Q1 | $9.55M | Buy |
228,627
+6,929
| +3% | +$289K | 0.24% | 60 |
|
|
2023
Q4 | $9.11M | Sell |
221,698
-69,385
| -24% | -$2.85M | 0.25% | 61 |
|
|
2023
Q3 | $11.4M | Sell |
291,083
-8,614
| -3% | -$338K | 0.34% | 46 |
|
|
2023
Q2 | $12.2M | Sell |
299,697
-22,432
| -7% | -$913K | 0.36% | 47 |
|
|
2023
Q1 | $13M | Sell |
322,129
-32,119
| -9% | -$1.3M | 0.43% | 43 |
|
|
2022
Q4 | $13.8M | Buy |
354,248
+102,393
| +41% | +$3.99M | 0.48% | 37 |
|
|
2022
Q3 | $9.19M | Buy |
251,855
+20,322
| +9% | +$742K | 0.37% | 46 |
|
|
2022
Q2 | $9.64M | Buy |
231,533
+36,420
| +19% | +$1.52M | 0.39% | 41 |
|
|
2022
Q1 | $9M | Buy |
195,113
+28,584
| +17% | +$1.32M | 0.38% | 32 |
|
|
2021
Q4 | $8.24M | Buy |
166,529
+9,556
| +6% | +$473K | 0.35% | 35 |
|
|
2021
Q3 | $7.85M | Buy |
156,973
+1
| +0% | +$50 | 0.36% | 34 |
|
|
2021
Q2 | $8.53M | Buy |
156,972
+556
| +0.4% | +$30.2K | 0.4% | 31 |
|
|
2021
Q1 | $8.14M | Sell |
156,416
-29,374
| -16% | -$1.53M | 0.4% | 28 |
|
|
2020
Q4 | $9.31M | Buy |
185,790
+20,214
| +12% | +$1.01M | 0.47% | 28 |
|
|
2020
Q3 | $7.16M | Sell |
165,576
-956
| -0.6% | -$41.3K | 0.42% | 33 |
|
|
2020
Q2 | $6.6M | Buy |
166,532
+26,388
| +19% | +$1.05M | 0.43% | 29 |
|
|
2020
Q1 | $4.7M | Buy |
140,144
+6,477
| +5% | +$217K | 0.39% | 34 |
|
|
2019
Q4 | $5.94M | Buy |
133,667
+8,813
| +7% | +$392K | 0.43% | 31 |
|
|
2019
Q3 | $5.03M | Buy |
124,854
+22,223
| +22% | +$895K | 0.4% | 31 |
|
|
2019
Q2 | $4.37M | Buy |
102,631
+13,896
| +16% | +$591K | 0.35% | 35 |
|
|
2019
Q1 | $3.77M | Sell |
88,735
-815
| -0.9% | -$34.6K | 0.31% | 45 |
|
|
2018
Q4 | $3.41M | Sell |
89,550
-510
| -0.6% | -$19.4K | 0.35% | 37 |
|
|
2018
Q3 | $3.69M | Buy |
90,060
+7,335
| +9% | +$301K | 0.32% | 41 |
|
|
2018
Q2 | $3.49M | Sell |
82,725
-19,476
| -19% | -$822K | 0.34% | 40 |
|
|
2018
Q1 | $4.8M | Buy |
102,201
+30,462
| +42% | +$1.43M | 0.48% | 25 |
|
|
2017
Q4 | $3.29M | Buy |
71,739
+11,577
| +19% | +$532K | 0.33% | 41 |
|
|
2017
Q3 | $2.62M | Buy |
60,162
+2,836
| +5% | +$124K | 0.29% | 48 |
|
|
2017
Q2 | $2.34M | Sell |
57,326
-577
| -1% | -$23.6K | 0.27% | 54 |
|
|
2017
Q1 | $2.3M | Buy |
57,903
+5,545
| +11% | +$220K | 0.28% | 49 |
|
|
2016
Q4 | $1.87M | Buy |
52,358
+29,194
| +126% | +$1.04M | 0.24% | 54 |
|
|
2016
Q3 | $872K | Sell |
23,164
-2,099
| -8% | -$79K | 0.12% | 82 |
|
|
2016
Q2 | $890K | Buy |
25,263
+1,285
| +5% | +$45.3K | 0.13% | 80 |
|
|
2016
Q1 | $829K | Sell |
23,978
-7,542
| -24% | -$261K | 0.13% | 83 |
|
|
2015
Q4 | $1.03M | Sell |
31,520
-19,811
| -39% | -$648K | 0.16% | 71 |
|
|
2015
Q3 | $1.7M | Sell |
51,331
-51,574
| -50% | -$1.71M | 0.3% | 42 |
|
|
2015
Q2 | $4.21M | Sell |
102,905
-9,205
| -8% | -$376K | 0.63% | 21 |
|
|
2015
Q1 | $4.58M | Buy |
112,110
+17,231
| +18% | +$704K | 0.66% | 21 |
|
|
2014
Q4 | $3.8M | Buy |
94,879
+31,800
| +50% | +$1.27M | 0.62% | 22 |
|
|
2014
Q3 | $2.63M | Buy |
63,079
+2,763
| +5% | +$115K | 0.45% | 34 |
|
|
2014
Q2 | $2.6M | Buy |
60,316
+4,403
| +8% | +$190K | 0.44% | 37 |
|
|
2014
Q1 | $2.26M | Sell |
55,913
-11,468
| -17% | -$463K | 0.4% | 46 |
|
|
2013
Q4 | $2.77M | Sell |
67,381
-9,229
| -12% | -$380K | 0.51% | 31 |
|
|
2013
Q3 | $3.08M | Buy |
+76,610
| New | +$3.08M | 0.63% | 21 |
|