Integris Wealth Management’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
$375K Sell
7,573
-191
-2% -$9.45K 0.1% 75
2025
Q1
$351K Sell
7,764
-155
-2% -$7.02K 0.1% 74
2024
Q4
$349K Buy
7,919
+2,420
+44% +$107K 0.1% 75
2024
Q3
$263K Hold
5,499
0.07% 83
2024
Q2
$241K Hold
5,499
0.07% 85
2024
Q1
$230K Hold
5,499
0.06% 92
2023
Q4
$226K Hold
5,499
0.07% 88
2023
Q3
$216K Sell
5,499
-127
-2% -$4.98K 0.07% 83
2023
Q2
$229K Sell
5,626
-320
-5% -$13K 0.08% 77
2023
Q1
$240K Hold
5,946
0.09% 75
2022
Q4
$232K Buy
+5,946
New +$232K 0.09% 73