Live Oak 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
$546K Hold
11,036
0.08% 126
2025
Q1
$499K Buy
11,036
+200
+2% +$9.05K 0.08% 128
2024
Q4
$477K Hold
10,836
0.08% 125
2024
Q3
$519K Buy
10,836
+281
+3% +$13.4K 0.08% 120
2024
Q2
$462K Hold
10,555
0.08% 121
2024
Q1
$441K Sell
10,555
-1
-0% -$42 0.08% 118
2023
Q4
$434K Hold
10,556
0.08% 111
2023
Q3
$414K Hold
10,556
0.09% 109
2023
Q2
$429K Sell
10,556
-20
-0.2% -$814 0.09% 109
2023
Q1
$427K Buy
10,576
+21
+0.2% +$848 0.09% 115
2022
Q4
$411K Sell
10,555
-252
-2% -$9.82K 0.09% 120
2022
Q3
$394K Sell
10,807
-496
-4% -$18.1K 0.09% 123
2022
Q2
$471K Buy
11,303
+1,002
+10% +$41.8K 0.1% 122
2022
Q1
$475K Sell
10,301
-461
-4% -$21.3K 0.09% 123
2021
Q4
$532K Buy
10,762
+455
+4% +$22.5K 0.1% 119
2021
Q3
$515K Hold
10,307
0.1% 119
2021
Q2
$560K Sell
10,307
-369
-3% -$20K 0.12% 110
2021
Q1
$556K Buy
10,676
+695
+7% +$36.2K 0.14% 104
2020
Q4
$500K Hold
9,981
0.14% 99
2020
Q3
$432K Hold
9,981
0.15% 93
2020
Q2
$395K Buy
+9,981
New +$395K 0.14% 96