Marks Group 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 | $1.17M | Sell |
23,559
-12,800
| -35% | -$633K | 0.11% | 168 |
|
|
2025
Q1 | $1.65M | Buy |
+36,359
| New | +$1.65M | 0.16% | 137 |
|
|
2024
Q4 | – | Sell |
-5,273
| Closed | -$252K | – | 301 |
|
|
2024
Q3 | $252K | Buy |
+5,273
| New | +$252K | 0.02% | 273 |
|
|
2023
Q4 | – | Sell |
-19,973
| Closed | -$783K | – | 296 |
|
|
2023
Q3 | $783K | Sell |
19,973
-205
| -1% | -$8.04K | 0.1% | 180 |
|
|
2023
Q2 | $821K | Hold |
20,178
| – | – | 0.1% | 178 |
|
|
2023
Q1 | $815K | Hold |
20,178
| – | – | 0.1% | 177 |
|
|
2022
Q4 | $787K | Sell |
20,178
-1,481
| -7% | -$57.7K | 0.11% | 179 |
|
|
2022
Q3 | $790K | Hold |
21,659
| – | – | 0.12% | 174 |
|
|
2022
Q2 | $902K | Hold |
21,659
| – | – | 0.13% | 169 |
|
|
2022
Q1 | $999K | Buy |
21,659
+1,377
| +7% | +$63.5K | 0.13% | 166 |
|
|
2021
Q4 | $1M | Sell |
20,282
-16,691
| -45% | -$825K | 0.12% | 175 |
|
|
2021
Q3 | $1.85M | Buy |
+36,973
| New | +$1.85M | 0.25% | 114 |
|