McDaniel Terry & Co’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
$202K Buy
+4,078
New +$202K 0.02% 90
2024
Q2
Sell
-8,364
Closed -$349K 104
2024
Q1
$349K Buy
+8,364
New +$349K 0.03% 83
2022
Q1
Sell
-10,349
Closed -$512K 110
2021
Q4
$512K Buy
10,349
+5,940
+135% +$294K 0.05% 68
2021
Q3
$220K Hold
4,409
0.03% 83
2021
Q2
$239K Hold
4,409
0.03% 82
2021
Q1
$229K Hold
4,409
0.03% 81
2020
Q4
$221K Buy
+4,409
New +$221K 0.03% 82