MWM
MinichMacGregor Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2M | Buy |
+225,902
| New | +$11.2M | 2.39% | 15 |
|
|
2023
Q1 | – | Sell |
-994
| Closed | -$38.7K | – | 645 |
|
|
2022
Q4 | $38.7K | Buy |
+994
| New | +$38.7K | 0.01% | 213 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$10K | – | 520 |
|
|
2018
Q3 | $10K | Hold |
250
| – | – | 0.01% | 317 |
|
|
2018
Q2 | $10K | Buy |
250
+172
| +221% | +$6.88K | 0.01% | 307 |
|
|
2018
Q1 | $3K | Hold |
78
| – | – | ﹤0.01% | 414 |
|
|
2017
Q4 | $3K | Hold |
78
| – | – | ﹤0.01% | 403 |
|
|
2017
Q3 | $3K | Hold |
78
| – | – | ﹤0.01% | 386 |
|
|
2017
Q2 | $3K | Hold |
78
| – | – | ﹤0.01% | 379 |
|
|
2017
Q1 | $3K | Buy |
+78
| New | +$3K | ﹤0.01% | 373 |
|