Meridian 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 | $2.2M | Buy |
44,560
+3,830
| +9% | +$189K | 0.09% | 189 |
|
2025
Q1 | $1.84M | Sell |
40,730
-1,916
| -4% | -$86.7K | 0.09% | 193 |
|
2024
Q4 | $1.88M | Sell |
42,646
-10,159
| -19% | -$447K | 0.09% | 191 |
|
2024
Q3 | $2.53M | Buy |
+52,805
| New | +$2.53M | 0.12% | 163 |
|
2024
Q1 | – | Sell |
-55,395
| Closed | -$2.28M | – | 567 |
|
2023
Q4 | $2.28M | Sell |
55,395
-5,811
| -9% | -$239K | 0.15% | 159 |
|
2023
Q3 | $2.4M | Buy |
61,206
+21,824
| +55% | +$856K | 0.15% | 132 |
|
2023
Q2 | $1.6M | Sell |
39,382
-2,492
| -6% | -$101K | 0.14% | 143 |
|
2023
Q1 | $1.69M | Buy |
41,874
+11,582
| +38% | +$468K | 0.15% | 141 |
|
2022
Q4 | $1.18M | Sell |
30,292
-7,451
| -20% | -$290K | 0.12% | 171 |
|
2022
Q3 | $1.38M | Sell |
37,743
-6,303
| -14% | -$230K | 0.15% | 145 |
|
2022
Q2 | $1.84M | Buy |
44,046
+15,464
| +54% | +$644K | 0.15% | 155 |
|
2022
Q1 | $1.32M | Sell |
28,582
-730
| -2% | -$33.7K | 0.14% | 130 |
|
2021
Q4 | $1.45M | Buy |
29,312
+1,092
| +4% | +$54K | 0.15% | 126 |
|
2021
Q3 | $1.41M | Buy |
28,220
+277
| +1% | +$13.9K | 0.17% | 115 |
|
2021
Q2 | $1.52M | Buy |
27,943
+2,662
| +11% | +$145K | 0.19% | 104 |
|
2021
Q1 | $1.32M | Sell |
25,281
-966
| -4% | -$50.3K | 0.19% | 104 |
|
2020
Q4 | $1.32M | Buy |
26,247
+14,343
| +120% | +$719K | 0.21% | 92 |
|
2020
Q3 | $514K | Buy |
11,904
+4,654
| +64% | +$201K | 0.13% | 139 |
|
2020
Q2 | $287K | Sell |
7,250
-501
| -6% | -$19.8K | 0.1% | 167 |
|
2020
Q1 | $260K | Sell |
7,751
-4,647
| -37% | -$156K | 0.12% | 169 |
|
2019
Q4 | $551K | Buy |
12,398
+466
| +4% | +$20.7K | 0.27% | 72 |
|
2019
Q3 | $480K | Buy |
11,932
+3,465
| +41% | +$139K | 0.23% | 89 |
|
2019
Q2 | $3.6K | Buy |
8,467
+1,335
| +19% | +$568 | 0.15% | 124 |
|
2019
Q1 | $303K | Buy |
+7,132
| New | +$303K | 0.14% | 142 |
|
2018
Q4 | – | Sell |
-15,679
| Closed | -$643K | – | 198 |
|
2018
Q3 | $643K | Buy |
15,679
+52
| +0.3% | +$2.13K | 0.28% | 64 |
|
2018
Q2 | $659K | Buy |
15,627
+229
| +1% | +$9.66K | 0.31% | 62 |
|
2018
Q1 | $723K | Buy |
15,398
+1,717
| +13% | +$80.6K | 0.36% | 57 |
|
2017
Q4 | $599K | Hold |
13,681
| – | – | 0.37% | 64 |
|
2017
Q3 | $596K | Sell |
13,681
-119
| -0.9% | -$5.18K | 0.38% | 65 |
|
2017
Q2 | $563K | Buy |
13,800
+1,846
| +15% | +$75.3K | 0.36% | 63 |
|
2017
Q1 | $475K | Buy |
+11,954
| New | +$475K | 0.28% | 84 |
|