Mittelman 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
$10.8M Sell
217,369
-23,996
-10% -$1.19M 9.07% 5
2025
Q1
$10.9M Sell
241,365
-131
-0.1% -$5.93K 9.86% 5
2024
Q4
$10.6M Sell
241,496
-113,337
-32% -$4.99M 9.89% 5
2024
Q3
$17M Buy
354,833
+233,504
+192% +$11.2M 9.65% 6
2024
Q2
$5.31M Buy
121,329
+14,501
+14% +$635K 3.44% 8
2024
Q1
$4.46M Buy
+106,828
New +$4.46M 3.02% 8