Intergy Private 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
$384K Sell
7,755
-252
-3% -$12.5K 0.13% 73
2025
Q1
$362K Buy
8,007
+252
+3% +$11.4K 0.14% 67
2024
Q4
$342K Hold
7,755
0.13% 69
2024
Q3
$371K Sell
7,755
-63
-0.8% -$3.02K 0.14% 66
2024
Q2
$342K Hold
7,818
0.14% 66
2024
Q1
$327K Hold
7,818
0.13% 66
2023
Q4
$321K Hold
7,818
0.14% 62
2023
Q3
$307K Hold
7,818
0.15% 61
2023
Q2
$318K Sell
7,818
-1,055
-12% -$42.9K 0.16% 61
2023
Q1
$358K Buy
8,873
+593
+7% +$24K 0.2% 54
2022
Q4
$323K Sell
8,280
-2,712
-25% -$106K 0.2% 53
2022
Q3
$401K Sell
10,992
-960
-8% -$35K 0.28% 49
2022
Q2
$498K Sell
11,952
-4,464
-27% -$186K 0.39% 39
2022
Q1
$757K Sell
16,416
-28,624
-64% -$1.32M 0.53% 30
2021
Q4
$2.23M Buy
+45,040
New +$2.23M 1.74% 17