Moller Wealth Partners’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 | $13.4M | Buy |
269,931
+10,135
| +4% | +$501K | 2.95% | 14 |
|
|
2025
Q1 | $11.8M | Buy |
259,796
+19,771
| +8% | +$895K | 2.91% | 14 |
|
|
2024
Q4 | $10.6M | Sell |
240,025
-4,173
| -2% | -$184K | 2.78% | 14 |
|
|
2024
Q3 | $11.7M | Sell |
244,198
-1,487
| -0.6% | -$71.2K | 2.92% | 14 |
|
|
2024
Q2 | $10.8M | Sell |
245,685
-1,003
| -0.4% | -$43.9K | 2.87% | 14 |
|
|
2024
Q1 | $10.3M | Buy |
246,688
+6,754
| +3% | +$282K | 2.79% | 14 |
|
|
2023
Q4 | $9.86M | Buy |
239,934
+16,420
| +7% | +$675K | 2.78% | 14 |
|
|
2023
Q3 | $8.76M | Buy |
223,514
+1,613
| +0.7% | +$63.2K | 2.78% | 14 |
|
|
2023
Q2 | $9.03M | Sell |
221,901
-2,840
| -1% | -$116K | 2.76% | 14 |
|
|
2023
Q1 | $9.08M | Buy |
224,741
+2,908
| +1% | +$117K | 2.8% | 14 |
|
|
2022
Q4 | $8.65M | Buy |
221,833
+18,833
| +9% | +$734K | 2.78% | 14 |
|
|
2022
Q3 | $7.41M | Buy |
203,000
+1,092
| +0.5% | +$39.8K | 2.67% | 15 |
|
|
2022
Q2 | $8.41M | Buy |
201,908
+6,954
| +4% | +$290K | 2.85% | 14 |
|
|
2022
Q1 | $8.99M | Buy |
194,954
+7,142
| +4% | +$329K | 2.8% | 15 |
|
|
2021
Q4 | $9.29M | Buy |
187,812
+15,800
| +9% | +$781K | 2.96% | 14 |
|
|
2021
Q3 | $8.6M | Buy |
172,012
+4,802
| +3% | +$240K | 2.84% | 14 |
|
|
2021
Q2 | $9.08M | Buy |
167,210
+3,379
| +2% | +$184K | 2.98% | 14 |
|
|
2021
Q1 | $8.53M | Buy |
163,831
+10,044
| +7% | +$523K | 2.97% | 14 |
|
|
2020
Q4 | $7.71M | Sell |
153,787
-1,730
| -1% | -$86.7K | 3.19% | 12 |
|
|
2020
Q3 | $6.73M | Sell |
155,517
-14,156
| -8% | -$612K | 3.01% | 14 |
|
|
2020
Q2 | $6.72M | Sell |
169,673
-312
| -0.2% | -$12.4K | 2.94% | 14 |
|
|
2020
Q1 | $5.7M | Buy |
169,985
+19,689
| +13% | +$661K | 2.95% | 13 |
|
|
2019
Q4 | $6.68M | Buy |
150,296
+15,593
| +12% | +$693K | 2.96% | 13 |
|
|
2019
Q3 | $5.42M | Buy |
134,703
+15,123
| +13% | +$609K | 2.62% | 13 |
|
|
2019
Q2 | $5.09M | Buy |
119,580
+19,123
| +19% | +$813K | 2.61% | 11 |
|
|
2019
Q1 | $4.27M | Sell |
100,457
-3,704
| -4% | -$157K | 1.91% | 16 |
|
|
2018
Q4 | $4.11M | Sell |
104,161
-5,174
| -5% | -$204K | 2.69% | 10 |
|
|
2018
Q3 | $4.48M | Sell |
109,335
-95,132
| -47% | -$3.9M | 1.96% | 10 |
|
|
2018
Q2 | $8.63M | Sell |
204,467
-220,286
| -52% | -$9.3M | 3.35% | 11 |
|
|
2018
Q1 | $20M | Buy |
424,753
+220,943
| +108% | +$10.4M | 8.65% | 4 |
|
|
2017
Q4 | $9.36M | Sell |
203,810
-373,726
| -65% | -$17.2M | 3.56% | 10 |
|
|
2017
Q3 | $25.2M | Sell |
577,536
-16,347
| -3% | -$712K | 9.63% | 3 |
|
|
2017
Q2 | $24.2M | Sell |
593,883
-6,873
| -1% | -$281K | 10.21% | 2 |
|
|
2017
Q1 | $23.9M | Buy |
600,756
+58,743
| +11% | +$2.33M | 10.44% | 3 |
|
|
2016
Q4 | $19.4M | Sell |
542,013
-72,394
| -12% | -$2.59M | 9.57% | 3 |
|
|
2016
Q3 | $23.1M | Buy |
614,407
+504,436
| +459% | +$19M | 10.63% | 3 |
|
|
2016
Q2 | $3.87M | Sell |
109,971
-2,351
| -2% | -$82.8K | 1.9% | 13 |
|
|
2016
Q1 | $3.88M | Sell |
112,322
-308
| -0.3% | -$10.7K | 2.28% | 14 |
|
|
2015
Q4 | $3.68M | Sell |
112,630
-28,795
| -20% | -$942K | 2.03% | 13 |
|
|
2015
Q3 | $4.68M | Sell |
141,425
-121,773
| -46% | -$4.03M | 4.34% | 9 |
|
|
2015
Q2 | $10.8M | Sell |
263,198
-9,195
| -3% | -$376K | 4.89% | 9 |
|
|
2015
Q1 | $11.1M | Buy |
272,393
+3,683
| +1% | +$151K | 5.14% | 8 |
|
|
2014
Q4 | $10.8M | Sell |
268,710
-287,592
| -52% | -$11.5M | 5.32% | 8 |
|
|
2014
Q3 | $23.2M | Buy |
556,302
+317,769
| +133% | +$13.3M | 10.94% | 3 |
|
|
2014
Q2 | $10.3M | Buy |
238,533
+105,998
| +80% | +$4.57M | 4.68% | 10 |
|
|
2014
Q1 | $5.38M | Sell |
132,535
-54,889
| -29% | -$2.23M | 2.74% | 11 |
|
|
2013
Q4 | $7.71M | Buy |
187,424
+43,679
| +30% | +$1.8M | 4.14% | 11 |
|
|
2013
Q3 | $5.77M | Sell |
143,745
-15,399
| -10% | -$618K | 3.62% | 12 |
|
|
2013
Q2 | $6.17M | Buy |
+159,144
| New | +$6.17M | 4.51% | 8 |
|