IFWM
Institute for Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.91M | Sell |
58,905
-691
| -1% | -$34.2K | 0.32% | 59 |
|
|
2025
Q1 | $2.7M | Buy |
59,596
+32,555
| +120% | +$1.47M | 0.35% | 58 |
|
|
2024
Q4 | $1.19M | Sell |
27,041
-2,046
| -7% | -$90.1K | 0.15% | 144 |
|
|
2024
Q3 | $1.39M | Buy |
29,087
+3,180
| +12% | +$152K | 0.18% | 128 |
|
|
2024
Q2 | $1.13M | Sell |
25,907
-1,906
| -7% | -$83.4K | 0.15% | 149 |
|
|
2024
Q1 | $1.16M | Sell |
27,813
-2,044
| -7% | -$85.4K | 0.15% | 145 |
|
|
2023
Q4 | $1.23M | Buy |
29,857
+6,051
| +25% | +$249K | 0.2% | 128 |
|
|
2023
Q3 | $933K | Sell |
23,806
-260
| -1% | -$10.2K | 0.17% | 148 |
|
|
2023
Q2 | $979K | Sell |
24,066
-1,520
| -6% | -$61.8K | 0.17% | 147 |
|
|
2023
Q1 | $1.03M | Sell |
25,586
-2,345
| -8% | -$94.7K | 0.2% | 130 |
|
|
2022
Q4 | $1.09M | Buy |
27,931
+187
| +0.7% | +$7.29K | 0.23% | 117 |
|
|
2022
Q3 | $1.01M | Sell |
27,744
-1,756
| -6% | -$64.1K | 0.23% | 115 |
|
|
2022
Q2 | $1.23M | Sell |
29,500
-2,181
| -7% | -$90.9K | 0.24% | 109 |
|
|
2022
Q1 | $1.46M | Buy |
31,681
+430
| +1% | +$19.8K | 0.24% | 111 |
|
|
2021
Q4 | $1.55M | Sell |
31,251
-16,423
| -34% | -$812K | 0.25% | 103 |
|
|
2021
Q3 | $2.38M | Sell |
47,674
-292
| -0.6% | -$14.6K | 0.42% | 57 |
|
|
2021
Q2 | $2.61M | Sell |
47,966
-2,153
| -4% | -$117K | 0.46% | 51 |
|
|
2021
Q1 | $2.61M | Buy |
50,119
+3,364
| +7% | +$175K | 0.5% | 47 |
|
|
2020
Q4 | $2.34M | Buy |
46,755
+9,056
| +24% | +$454K | 0.47% | 48 |
|
|
2020
Q3 | $1.63M | Buy |
37,699
+1,391
| +4% | +$60.1K | 0.37% | 56 |
|
|
2020
Q2 | $1.44M | Sell |
36,308
-8,326
| -19% | -$330K | 0.35% | 68 |
|
|
2020
Q1 | $1.5M | Buy |
44,634
+13,216
| +42% | +$443K | 0.46% | 48 |
|
|
2019
Q4 | $1.4M | Sell |
31,418
-4,735
| -13% | -$211K | 0.32% | 80 |
|
|
2019
Q3 | $1.46M | Sell |
36,153
-14,212
| -28% | -$572K | 0.37% | 64 |
|
|
2019
Q2 | $2.14M | Sell |
50,365
-9,658
| -16% | -$411K | 0.47% | 46 |
|
|
2019
Q1 | $2.55M | Buy |
+60,023
| New | +$2.55M | 0.55% | 40 |
|
|
2018
Q4 | – | Sell |
-17,495
| Closed | -$710K | – | 349 |
|
|
2018
Q3 | $710K | Sell |
17,495
-8,002
| -31% | -$325K | 0.24% | 130 |
|
|
2018
Q2 | $1.09M | Sell |
25,497
-12,830
| -33% | -$546K | 0.35% | 98 |
|
|
2018
Q1 | $1.76M | Sell |
38,327
-23,508
| -38% | -$1.08M | 0.52% | 55 |
|
|
2017
Q4 | $2.91M | Buy |
61,835
+37,178
| +151% | +$1.75M | 0.67% | 32 |
|
|
2017
Q3 | $1.07M | Sell |
24,657
-10,914
| -31% | -$475K | 0.35% | 94 |
|
|
2017
Q2 | $1.45M | Buy |
+35,571
| New | +$1.45M | 0.4% | 65 |
|
|
2013
Q3 | – | Sell |
-24
| Closed | -$1K | – | 119 |
|
|
2013
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 119 |
|