Holos Integrated Wealth’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
$539K Sell
10,635
-2,936
-22% -$149K 0.32% 40
2025
Q1
$614K Sell
13,571
-57,354
-81% -$2.6M 0.4% 39
2024
Q4
$3.12M Buy
+70,925
New +$3.12M 2.14% 14