MWM
Modera Wealth Management’s Vanguard Emerging Markets Government Bond ETF VWOB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
65,106
-1,279
| -2% | -$83.6K | 0.05% | 194 |
|
|
2025
Q1 | $4.26M | Sell |
66,385
-1,448
| -2% | -$93K | 0.06% | 190 |
|
|
2024
Q4 | $4.28M | Buy |
67,833
+2,196
| +3% | +$139K | 0.05% | 190 |
|
|
2024
Q3 | $4.36M | Sell |
65,637
-632
| -1% | -$41.9K | 0.06% | 176 |
|
|
2024
Q2 | $4.17M | Sell |
66,269
-1,174
| -2% | -$73.9K | 0.06% | 168 |
|
|
2024
Q1 | $4.31M | Buy |
67,443
+19,604
| +41% | +$1.25M | 0.07% | 173 |
|
|
2023
Q4 | $3.05M | Buy |
47,839
+6,801
| +17% | +$434K | 0.05% | 190 |
|
|
2023
Q3 | $2.43M | Sell |
41,038
-1,013
| -2% | -$59.9K | 0.05% | 196 |
|
|
2023
Q2 | $2.62M | Buy |
42,051
+8,727
| +26% | +$543K | 0.05% | 200 |
|
|
2023
Q1 | $2.08M | Sell |
33,324
-178,346
| -84% | -$11.1M | 0.08% | 92 |
|
|
2022
Q4 | $12.9M | Buy |
211,670
+24,557
| +13% | +$1.5M | 0.53% | 42 |
|
|
2022
Q3 | $10.8M | Buy |
187,113
+32,835
| +21% | +$1.89M | 0.54% | 39 |
|
|
2022
Q2 | $9.46M | Buy |
154,278
+70,346
| +84% | +$4.31M | 0.45% | 41 |
|
|
2022
Q1 | $5.86M | Buy |
83,932
+41,427
| +97% | +$2.89M | 0.26% | 56 |
|
|
2021
Q4 | $3.3M | Buy |
42,505
+2,366
| +6% | +$184K | 0.13% | 83 |
|
|
2021
Q3 | $3.14M | Sell |
40,139
-276
| -0.7% | -$21.6K | 0.16% | 54 |
|
|
2021
Q2 | $3.23M | Buy |
40,415
+30
| +0.1% | +$2.4K | 0.17% | 51 |
|
|
2021
Q1 | $3.13M | Buy |
40,385
+21
| +0.1% | +$1.63K | 0.2% | 49 |
|
|
2020
Q4 | $3.32M | Sell |
40,364
-69
| -0.2% | -$5.68K | 0.26% | 45 |
|
|
2020
Q3 | $3.19M | Sell |
40,433
-1,523
| -4% | -$120K | 0.47% | 27 |
|
|
2020
Q2 | $3.26M | Sell |
41,956
-408
| -1% | -$31.7K | 0.52% | 28 |
|
|
2020
Q1 | $2.98M | Sell |
42,364
-4,747
| -10% | -$334K | 0.63% | 24 |
|
|
2019
Q4 | $3.84M | Sell |
47,111
-641
| -1% | -$52.2K | 0.6% | 22 |
|
|
2019
Q3 | $3.85M | Buy |
47,752
+196
| +0.4% | +$15.8K | 0.64% | 22 |
|
|
2019
Q2 | $3.82M | Buy |
47,556
+159
| +0.3% | +$12.8K | 0.7% | 21 |
|
|
2019
Q1 | $3.71M | Buy |
47,397
+554
| +1% | +$43.4K | 0.69% | 21 |
|
|
2018
Q4 | $3.49M | Buy |
46,843
+32,187
| +220% | +$2.4M | 0.69% | 22 |
|
|
2018
Q3 | $1.11M | Buy |
14,656
+8,901
| +155% | +$675K | 0.23% | 43 |
|
|
2018
Q2 | $433K | Sell |
5,755
-1,060
| -16% | -$79.8K | 0.09% | 77 |
|
|
2018
Q1 | $535K | Sell |
6,815
-5,971
| -47% | -$469K | 0.11% | 66 |
|
|
2017
Q4 | $1.03M | Hold |
12,786
| – | – | 0.22% | 41 |
|
|
2017
Q3 | $1.04M | Hold |
12,786
| – | – | 0.23% | 36 |
|
|
2017
Q2 | $1.02M | Hold |
12,786
| – | – | 0.25% | 34 |
|
|
2017
Q1 | $1.02M | Hold |
12,786
| – | – | 0.26% | 38 |
|
|
2016
Q4 | $991K | Buy |
+12,786
| New | +$991K | 0.33% | 35 |
|