Litman Gregory 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 | $39.7M | Sell |
803,084
-13,617
| -2% | -$673K | 3.12% | 8 |
|
|
2025
Q1 | $37M | Sell |
816,701
-94,428
| -10% | -$4.27M | 3.17% | 7 |
|
|
2024
Q4 | $40.1M | Sell |
911,129
-80,014
| -8% | -$3.52M | 3.48% | 6 |
|
|
2024
Q3 | $47.4M | Buy |
991,143
+13,993
| +1% | +$670K | 3.96% | 6 |
|
|
2024
Q2 | $42.8M | Sell |
977,150
-360,071
| -27% | -$15.8M | 3.79% | 7 |
|
|
2024
Q1 | $55.9M | Sell |
1,337,221
-166,576
| -11% | -$6.96M | 5.07% | 6 |
|
|
2023
Q4 | $61.8M | Sell |
1,503,797
-109,847
| -7% | -$4.51M | 5.86% | 4 |
|
|
2023
Q3 | $63.3M | Sell |
1,613,644
-47,068
| -3% | -$1.85M | 6.53% | 3 |
|
|
2023
Q2 | $67.6M | Buy |
+1,660,712
| New | +$67.6M | 8.43% | 3 |
|
|
2023
Q1 | – | Sell |
-1,804,487
| Closed | -$70.3M | – | 108 |
|
|
2022
Q4 | $70.3M | Sell |
1,804,487
-85,731
| -5% | -$3.34M | 9.83% | 2 |
|
|
2022
Q3 | $69M | Sell |
1,890,218
-310,475
| -14% | -$11.3M | 11.03% | 2 |
|
|
2022
Q2 | $91.7M | Buy |
2,200,693
+9,572
| +0.4% | +$399K | 13.48% | 1 |
|
|
2022
Q1 | $101M | Buy |
2,191,121
+47,779
| +2% | +$2.2M | 14.79% | 2 |
|
|
2021
Q4 | $106M | Buy |
2,143,342
+47,992
| +2% | +$2.37M | 18.01% | 1 |
|
|
2021
Q3 | $105M | Buy |
2,095,350
+1,980,373
| +1,722% | +$99M | 19.72% | 1 |
|
|
2021
Q2 | $115K | Sell |
114,977
-1,986,405
| -95% | -$1.99M | 21.46% | 1 |
|
|
2021
Q1 | $109M | Sell |
2,101,382
-100,923
| -5% | -$5.25M | 21.42% | 1 |
|
|
2020
Q4 | $110M | Sell |
2,202,305
-6,954
| -0.3% | -$348K | 20.28% | 1 |
|
|
2020
Q3 | $95.5M | Sell |
2,209,259
-9,700
| -0.4% | -$419K | 19.74% | 1 |
|
|
2020
Q2 | $87.9M | Buy |
2,218,959
+511,689
| +30% | +$20.3M | 19.4% | 1 |
|
|
2020
Q1 | $57.3M | Buy |
1,707,270
+121,339
| +8% | +$4.07M | 14.4% | 2 |
|
|
2019
Q4 | $70.5M | Buy |
1,585,931
+11,996
| +0.8% | +$533K | 15.7% | 1 |
|
|
2019
Q3 | $63.4M | Buy |
1,573,935
+22,509
| +1% | +$906K | 15.5% | 1 |
|
|
2019
Q2 | $66M | Buy |
1,551,426
+30,795
| +2% | +$1.31M | 17.41% | 1 |
|
|
2019
Q1 | $64.6M | Buy |
1,520,631
+36,921
| +2% | +$1.57M | 17.6% | 1 |
|
|
2018
Q4 | $56.5M | Buy |
1,483,710
+61,447
| +4% | +$2.34M | 17.36% | 1 |
|
|
2018
Q3 | $58.3M | Buy |
1,422,263
+148,821
| +12% | +$6.1M | 19.67% | 1 |
|
|
2018
Q2 | $53.7M | Buy |
1,273,442
+96,918
| +8% | +$4.09M | 21.17% | 2 |
|
|
2018
Q1 | $55.3M | Buy |
1,176,524
+37,824
| +3% | +$1.78M | 22.52% | 2 |
|
|
2017
Q4 | $52.3K | Buy |
1,138,700
+19,344
| +2% | +$888 | 15.72% | 3 |
|
|
2017
Q3 | $48.8M | Buy |
1,119,356
+120,665
| +12% | +$5.26M | 23.8% | 2 |
|
|
2017
Q2 | $40.8M | Buy |
998,691
+33,873
| +4% | +$1.38M | 23.19% | 2 |
|
|
2017
Q1 | $38.3M | Buy |
964,818
+9,438
| +1% | +$375K | 23.74% | 1 |
|
|
2016
Q4 | $34.2M | Buy |
955,380
+14,167
| +2% | +$507K | 22.97% | 1 |
|
|
2016
Q3 | $35.4M | Sell |
941,213
-22,372
| -2% | -$842K | 25.76% | 1 |
|
|
2016
Q2 | $33.9M | Sell |
963,585
-20,414
| -2% | -$719K | 26.97% | 1 |
|
|
2016
Q1 | $34M | Sell |
983,999
-40,217
| -4% | -$1.39M | 26.9% | 1 |
|
|
2015
Q4 | $33.5M | Buy |
+1,024,216
| New | +$33.5M | 24.14% | 1 |
|
|
2014
Q3 | $3.32M | Sell |
79,502
-184,831
| -70% | -$7.71M | 4.46% | 5 |
|
|
2014
Q2 | $11.4M | Sell |
264,333
-528,060
| -67% | -$22.8M | 20.42% | 1 |
|
|
2014
Q1 | $32.2M | Sell |
792,393
-74,377
| -9% | -$3.02M | 38.72% | 1 |
|
|
2013
Q4 | $35.7M | Sell |
866,770
-275,060
| -24% | -$11.3M | 43.96% | 1 |
|
|
2013
Q3 | $45.8M | Buy |
1,141,830
+93,532
| +9% | +$3.75M | 55.02% | 1 |
|
|
2013
Q2 | $40.7M | Buy |
+1,048,298
| New | +$40.7M | 45.36% | 1 |
|