Klingman & Associates’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Klingman & Associates’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$48.7M	Buy	984,182 +175,871	+22%	+$8.7M	2.68%	11
2025 Q1	$36.6M	Buy	808,311 +31,926	+4%	+$1.44M	2.24%	11
2024 Q4	$34.2M	Buy	776,385 +149,875	+24%	+$6.6M	2.1%	11
2024 Q3	$30M	Buy	626,510 +64,968	+12%	+$3.11M	1.86%	12
2024 Q2	$24.6M	Buy	561,542 +31,954	+6%	+$1.4M	1.66%	18
2024 Q1	$22.1M	Buy	529,588 +37,077	+8%	+$1.55M	1.53%	22
2023 Q4	$20.2M	Buy	492,511 +19,875	+4%	+$817K	1.49%	23
2023 Q3	$18.5M	Buy	472,636 +289,579	+158%	+$11.4M	1.5%	23
2023 Q2	$7.45M	Buy	183,057 +13,798	+8%	+$561K	0.6%	33
2023 Q1	$6.84M	Buy	169,259 +7,566	+5%	+$306K	0.59%	34
2022 Q4	$6.3M	Buy	161,693 +61,742	+62%	+$2.41M	0.55%	34
2022 Q3	$3.65M	Sell	99,951 -25,494	-20%	-$930K	0.36%	39
2022 Q2	$5.23M	Buy	125,445 +58,794	+88%	+$2.45M	0.51%	34
2022 Q1	$3.08M	Sell	66,651 -12,535	-16%	-$578K	0.26%	40
2021 Q4	$3.92M	Buy	79,186 +26,613	+51%	+$1.32M	0.34%	36
2021 Q3	$2.63M	Buy	52,573 +7,224	+16%	+$361K	0.25%	40
2021 Q2	$2.46M	Buy	45,349 +2,290	+5%	+$124K	0.24%	41
2021 Q1	$2.24M	Buy	43,059 +1,241	+3%	+$64.6K	0.23%	40
2020 Q4	$2.1M	Buy	41,818 +4,536	+12%	+$227K	0.24%	39
2020 Q3	$1.61M	Buy	37,282 +2,245	+6%	+$97.1K	0.22%	40
2020 Q2	$1.39M	Sell	35,037 -10,346	-23%	-$410K	0.21%	46
2020 Q1	$1.52M	Sell	45,383 -8,824	-16%	-$296K	0.31%	41
2019 Q4	$2.41M	Buy	54,207 +7,258	+15%	+$323K	0.39%	35
2019 Q3	$1.89M	Buy	46,949 +9,595	+26%	+$386K	0.34%	37
2019 Q2	$1.59M	Buy	37,354 +3,847	+11%	+$164K	0.3%	41
2019 Q1	$1.42M	Sell	33,507 -991	-3%	-$42.1K	0.28%	40
2018 Q4	$1.31M	Sell	34,498 -16,283	-32%	-$620K	0.3%	39
2018 Q3	$2.08M	Buy	50,781 +3,999	+9%	+$164K	0.43%	30
2018 Q2	$1.97M	Buy	46,782 +15,412	+49%	+$650K	0.42%	30
2018 Q1	$1.47M	Sell	31,370 -178	-0.6%	-$8.36K	0.33%	30
2017 Q4	$1.45M	Buy	31,548 +1,716	+6%	+$78.8K	0.32%	31
2017 Q3	$1.3M	Sell	29,832 -7,114	-19%	-$310K	0.32%	31
2017 Q2	$1.51M	Sell	36,946 -186	-0.5%	-$7.59K	0.4%	28
2017 Q1	$1.48M	Buy	37,132 +1,599	+5%	+$63.5K	0.41%	30
2016 Q4	$1.27M	Sell	35,533 -1,180	-3%	-$42.2K	0.39%	32
2016 Q3	$1.38M	Buy	36,713 +42	+0.1%	+$1.58K	0.42%	34
2016 Q2	$1.29M	Buy	36,671 +33	+0.1%	+$1.16K	0.42%	34
2016 Q1	$1.27M	Buy	36,638 +2,062	+6%	+$71.3K	0.45%	33
2015 Q4	$1.13M	Sell	34,576 -2,823	-8%	-$92.3K	0.42%	35
2015 Q3	$1.24M	Buy	37,399 +12,846	+52%	+$425K	0.49%	31
2015 Q2	$1M	Sell	24,553 -638	-3%	-$26.1K	0.4%	34
2015 Q1	$1.03M	Buy	25,191 +2,846	+13%	+$116K	0.42%	33
2014 Q4	$894K	Buy	+22,345	New	+$894K	0.37%	34