Moneta Group Investment Advisors’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 | $37M | Sell |
748,688
-110,597
| -13% | -$5.47M | 0.44% | 46 |
|
|
2025
Q1 | $38.9M | Sell |
859,285
-6,498
| -0.8% | -$294K | 0.54% | 43 |
|
|
2024
Q4 | $38.1M | Sell |
865,783
-47,032
| -5% | -$2.07M | 0.53% | 42 |
|
|
2024
Q3 | $43.7M | Buy |
912,815
+40,201
| +5% | +$1.92M | 0.63% | 37 |
|
|
2024
Q2 | $38.2M | Buy |
872,614
+58,477
| +7% | +$2.56M | 0.61% | 37 |
|
|
2024
Q1 | $34M | Buy |
814,137
+140,084
| +21% | +$5.85M | 0.55% | 38 |
|
|
2023
Q4 | $27.7M | Buy |
674,053
+372,680
| +124% | +$15.3M | 0.55% | 41 |
|
|
2023
Q3 | $11.8M | Buy |
301,373
+14,095
| +5% | +$553K | 0.27% | 58 |
|
|
2023
Q2 | $11.7M | Buy |
287,278
+5,835
| +2% | +$237K | 0.26% | 59 |
|
|
2023
Q1 | $11.4M | Buy |
281,443
+27,530
| +11% | +$1.11M | 0.27% | 60 |
|
|
2022
Q4 | $10.7M | Sell |
253,913
-19,614
| -7% | -$824K | 0.29% | 59 |
|
|
2022
Q3 | $9.98M | Buy |
273,527
+32,158
| +13% | +$1.17M | 0.38% | 55 |
|
|
2022
Q2 | $10.1M | Buy |
241,369
+24,157
| +11% | +$1.01M | 0.34% | 65 |
|
|
2022
Q1 | $10M | Buy |
217,212
+32,032
| +17% | +$1.48M | 0.39% | 57 |
|
|
2021
Q4 | $9.16M | Buy |
185,180
+3,296
| +2% | +$163K | 0.37% | 56 |
|
|
2021
Q3 | $9.1M | Buy |
181,884
+13,352
| +8% | +$668K | 0.42% | 56 |
|
|
2021
Q2 | $9.15M | Buy |
168,532
+8,935
| +6% | +$485K | 0.42% | 58 |
|
|
2021
Q1 | $8.31M | Buy |
159,597
+117,210
| +277% | +$6.1M | 0.44% | 59 |
|
|
2020
Q4 | $2.12M | Buy |
42,387
+7,720
| +22% | +$387K | 0.15% | 94 |
|
|
2020
Q3 | $1.5M | Sell |
34,667
-72
| -0.2% | -$3.11K | 0.13% | 100 |
|
|
2020
Q2 | $1.38M | Sell |
34,739
-8,659
| -20% | -$343K | 0.13% | 99 |
|
|
2020
Q1 | $1.46M | Buy |
43,398
+19,449
| +81% | +$653K | 0.15% | 93 |
|
|
2019
Q4 | $1.07M | Sell |
23,949
-6,702
| -22% | -$298K | 0.09% | 113 |
|
|
2019
Q3 | $1.23M | Buy |
30,651
+12,828
| +72% | +$516K | 0.12% | 109 |
|
|
2019
Q2 | $758K | Buy |
17,823
+3,305
| +23% | +$141K | 0.07% | 127 |
|
|
2019
Q1 | $617K | Buy |
14,518
+1,998
| +16% | +$84.9K | 0.06% | 129 |
|
|
2018
Q4 | $477K | Buy |
12,520
+1,234
| +11% | +$47K | 0.06% | 139 |
|
|
2018
Q3 | $463K | Buy |
11,286
+4,928
| +78% | +$202K | 0.05% | 150 |
|
|
2018
Q2 | $268K | Buy |
6,358
+4,086
| +180% | +$172K | 0.03% | 219 |
|
|
2018
Q1 | $107K | Buy |
2,272
+587
| +35% | +$27.6K | 0.01% | 236 |
|
|
2017
Q4 | $77K | Buy |
+1,685
| New | +$77K | 0.01% | 251 |
|
|
2016
Q4 | – | Sell |
-6,110
| Closed | -$230K | – | 173 |
|
|
2016
Q3 | $230K | Sell |
6,110
-560
| -8% | -$21.1K | 0.05% | 127 |
|
|
2016
Q2 | $235K | Buy |
6,670
+560
| +9% | +$19.7K | 0.05% | 143 |
|
|
2016
Q1 | $211K | Buy |
+6,110
| New | +$211K | 0.05% | 153 |
|
|
2015
Q4 | – | Sell |
-3,586
| Closed | -$119K | – | 413 |
|
|
2015
Q3 | $119K | Buy |
+3,586
| New | +$119K | 0.03% | 166 |
|
|
2014
Q1 | – | Sell |
-10,490
| Closed | -$432K | – | 128 |
|
|
2013
Q4 | $432K | Buy |
+10,490
| New | +$432K | 0.26% | 67 |
|