IWC
Integrated Wealth Concepts’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 | $44.5M | Buy |
900,333
+51,504
| +6% | +$2.55M | 0.45% | 43 |
|
|
2025
Q1 | $38.4M | Buy |
848,829
+20,484
| +2% | +$927K | 0.45% | 41 |
|
|
2024
Q4 | $36.5M | Buy |
828,345
+41,610
| +5% | +$1.83M | 0.42% | 42 |
|
|
2024
Q3 | $37.6M | Buy |
786,735
+121,018
| +18% | +$5.79M | 0.46% | 40 |
|
|
2024
Q2 | $29.1M | Buy |
665,717
+221,652
| +50% | +$9.7M | 0.4% | 48 |
|
|
2024
Q1 | $18.5M | Buy |
444,065
+230,864
| +108% | +$9.64M | 0.27% | 89 |
|
|
2023
Q4 | $8.76M | Sell |
213,201
-78,651
| -27% | -$3.23M | 0.14% | 160 |
|
|
2023
Q3 | $11.4M | Sell |
291,852
-77,717
| -21% | -$3.05M | 0.2% | 122 |
|
|
2023
Q2 | $15M | Buy |
369,569
+52,361
| +17% | +$2.13M | 0.26% | 95 |
|
|
2023
Q1 | $12.8M | Buy |
317,208
+20,348
| +7% | +$822K | 0.26% | 91 |
|
|
2022
Q4 | $11.6M | Buy |
296,860
+254,142
| +595% | +$9.91M | 0.31% | 65 |
|
|
2022
Q3 | $1.56M | Sell |
42,718
-578
| -1% | -$21.1K | 0.05% | 331 |
|
|
2022
Q2 | $1.8M | Sell |
43,296
-2,050
| -5% | -$85.4K | 0.06% | 302 |
|
|
2022
Q1 | $2.09M | Sell |
45,346
-16,100
| -26% | -$743K | 0.06% | 251 |
|
|
2021
Q4 | $3.04M | Buy |
61,446
+565
| +0.9% | +$27.9K | 0.09% | 189 |
|
|
2021
Q3 | $3.05M | Sell |
60,881
-11,161
| -15% | -$558K | 0.1% | 178 |
|
|
2021
Q2 | $3.91M | Buy |
72,042
+4,434
| +7% | +$241K | 0.14% | 139 |
|
|
2021
Q1 | $3.52M | Buy |
67,608
+4,050
| +6% | +$211K | 0.14% | 126 |
|
|
2020
Q4 | $3.19M | Sell |
63,558
-7,934
| -11% | -$398K | 0.15% | 118 |
|
|
2020
Q3 | $3.09M | Buy |
71,492
+14,304
| +25% | +$618K | 0.19% | 101 |
|
|
2020
Q2 | $2.27M | Buy |
57,188
+2,670
| +5% | +$106K | 0.16% | 101 |
|
|
2020
Q1 | $1.83M | Buy |
54,518
+1,156
| +2% | +$38.8K | 0.17% | 98 |
|
|
2019
Q4 | $2.37M | Buy |
53,362
+11,416
| +27% | +$508K | 0.2% | 92 |
|
|
2019
Q3 | $1.69M | Buy |
41,946
+3,000
| +8% | +$121K | 0.19% | 89 |
|
|
2019
Q2 | $1.25M | Buy |
38,946
+7,329
| +23% | +$235K | 0.16% | 101 |
|
|
2019
Q1 | $1.34M | Sell |
31,617
-1,127
| -3% | -$47.9K | 0.23% | 87 |
|
|
2018
Q4 | $1.25M | Buy |
32,744
+12,242
| +60% | +$467K | 0.34% | 71 |
|
|
2018
Q3 | $843K | Sell |
20,502
-5,824
| -22% | -$239K | 0.25% | 80 |
|
|
2018
Q2 | $1.1M | Buy |
26,326
+272
| +1% | +$11.4K | 0.38% | 66 |
|
|
2018
Q1 | $1.21M | Buy |
26,054
+7,212
| +38% | +$334K | 0.48% | 52 |
|
|
2017
Q4 | $902K | Buy |
+18,842
| New | +$902K | 0.39% | 58 |
|