IP
Intellectus Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,112
| Closed | -$269K | – | 292 |
|
|
2024
Q4 | $269K | Buy |
+6,112
| New | +$269K | 0.06% | 232 |
|
|
2023
Q3 | – | Sell |
-5,007
| Closed | -$204K | – | 272 |
|
|
2023
Q2 | $204K | Hold |
5,007
| – | – | 0.06% | 241 |
|
|
2023
Q1 | $202K | Buy |
+5,007
| New | +$202K | 0.06% | 234 |
|
|
2019
Q2 | – | Sell |
-17,084
| Closed | -$726K | – | 403 |
|
|
2019
Q1 | $726K | Buy |
+17,084
| New | +$726K | 0.31% | 95 |
|
|
2018
Q4 | – | Sell |
-18,678
| Closed | -$775K | – | 516 |
|
|
2018
Q3 | $775K | Sell |
18,678
-106
| -0.6% | -$4.4K | 0.27% | 108 |
|
|
2018
Q2 | $792K | Hold |
18,784
| – | – | 0.29% | 97 |
|
|
2018
Q1 | $882K | Buy |
18,784
+106
| +0.6% | +$4.98K | 0.3% | 87 |
|
|
2017
Q4 | $858K | Sell |
18,678
-60
| -0.3% | -$2.76K | 0.32% | 81 |
|
|
2017
Q3 | $817K | Buy |
18,738
+16,555
| +758% | +$722K | 0.34% | 78 |
|
|
2017
Q2 | $89K | Buy |
+2,183
| New | +$89K | 0.04% | 285 |
|