Kovitz Investment Group Partners’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 | $8.79M | Sell |
177,719
-1,251
| -0.7% | -$61.9K | 0.04% | 338 |
|
|
2025
Q1 | $8.1M | Sell |
178,970
-37,559
| -17% | -$1.7M | 0.04% | 310 |
|
|
2024
Q4 | $9.54M | Sell |
216,529
-8,998
| -4% | -$396K | 0.05% | 277 |
|
|
2024
Q3 | $10M | Buy |
225,527
+155,515
| +222% | +$6.92M | 0.07% | 225 |
|
|
2024
Q2 | $3.06M | Buy |
70,012
+3,125
| +5% | +$137K | 0.03% | 361 |
|
|
2024
Q1 | $2.79M | Buy |
66,887
+50,934
| +319% | +$2.13M | 0.04% | 263 |
|
|
2023
Q4 | $656K | Buy |
15,953
+41
| +0.3% | +$1.69K | 0.01% | 309 |
|
|
2023
Q3 | $624K | Sell |
15,912
-7,996
| -33% | -$314K | 0.01% | 310 |
|
|
2023
Q2 | $973K | Sell |
23,908
-6,723
| -22% | -$273K | 0.01% | 296 |
|
|
2023
Q1 | $1.24M | Buy |
30,631
+2,077
| +7% | +$83.9K | 0.02% | 266 |
|
|
2022
Q4 | $1.11M | Buy |
28,554
+5,988
| +27% | +$233K | 0.02% | 264 |
|
|
2022
Q3 | $823K | Buy |
22,566
+1,256
| +6% | +$45.8K | 0.02% | 288 |
|
|
2022
Q2 | $888K | Sell |
21,310
-1,553
| -7% | -$64.7K | 0.02% | 299 |
|
|
2022
Q1 | $1.06M | Sell |
22,863
-37,803
| -62% | -$1.74M | 0.02% | 287 |
|
|
2021
Q4 | $3.04M | Sell |
60,666
-31,627
| -34% | -$1.58M | 0.07% | 171 |
|
|
2021
Q3 | $4.62M | Sell |
92,293
-38,308
| -29% | -$1.92M | 0.09% | 154 |
|
|
2021
Q2 | $7.09M | Buy |
130,601
+62,298
| +91% | +$3.38M | 0.14% | 108 |
|
|
2021
Q1 | $3.56M | Buy |
68,303
+7,638
| +13% | +$398K | 0.08% | 163 |
|
|
2020
Q4 | $3.04M | Sell |
60,665
-8,508
| -12% | -$426K | 0.07% | 168 |
|
|
2020
Q3 | $2.99M | Sell |
69,173
-3,060
| -4% | -$132K | 0.08% | 155 |
|
|
2020
Q2 | $2.86M | Sell |
72,233
-9,133
| -11% | -$362K | 0.09% | 150 |
|
|
2020
Q1 | $2.73M | Buy |
81,366
+40,318
| +98% | +$1.35M | 0.1% | 141 |
|
|
2019
Q4 | $1.83M | Buy |
41,048
+102
| +0.2% | +$4.54K | 0.05% | 203 |
|
|
2019
Q3 | $1.65M | Sell |
40,946
-629
| -2% | -$25.3K | 0.05% | 212 |
|
|
2019
Q2 | $1.77M | Sell |
41,575
-1,000
| -2% | -$42.5K | 0.06% | 202 |
|
|
2019
Q1 | $1.81M | Sell |
42,575
-874
| -2% | -$37.1K | 0.06% | 205 |
|
|
2018
Q4 | $1.66M | Buy |
43,449
+129
| +0.3% | +$4.91K | 0.07% | 153 |
|
|
2018
Q3 | $1.78M | Buy |
43,320
+570
| +1% | +$23.4K | 0.08% | 63 |
|
|
2018
Q2 | $1.8M | Sell |
42,750
-866
| -2% | -$36.5K | 0.08% | 63 |
|
|
2018
Q1 | $2.05M | Sell |
43,616
-2,014
| -4% | -$94.6K | 0.1% | 61 |
|
|
2017
Q4 | $2.1K | Buy |
45,630
+9,974
| +28% | +$458 | 0.09% | 62 |
|
|
2017
Q3 | $1.55M | Buy |
35,656
+105
| +0.3% | +$4.58K | 0.08% | 68 |
|
|
2017
Q2 | $1.45M | Sell |
35,551
-345
| -1% | -$14.1K | 0.08% | 68 |
|
|
2017
Q1 | $1.43M | Buy |
35,896
+121
| +0.3% | +$4.81K | 0.08% | 71 |
|
|
2016
Q4 | $1.28M | Buy |
35,775
+266
| +0.7% | +$9.52K | 0.07% | 66 |
|
|
2016
Q3 | $1.34M | Hold |
35,509
| – | – | 0.08% | 74 |
|
|
2016
Q2 | $1.25M | Hold |
35,509
| – | – | 0.09% | 74 |
|
|
2016
Q1 | $1.23M | Buy |
+35,509
| New | +$1.23M | 0.07% | 76 |
|