Monograph Wealth 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 | $726K | Buy |
14,680
+4,897
| +50% | +$242K | 0.09% | 64 |
|
|
2025
Q1 | $443K | Hold |
9,783
| – | – | 0.06% | 76 |
|
|
2024
Q4 | $431K | Sell |
9,783
-2,924
| -23% | -$129K | 0.06% | 78 |
|
|
2024
Q3 | $608K | Buy |
12,707
+3,176
| +33% | +$152K | 0.08% | 67 |
|
|
2024
Q2 | $417K | Sell |
9,531
-2,695
| -22% | -$118K | 0.06% | 74 |
|
|
2024
Q1 | $511K | Buy |
12,226
+2,696
| +28% | +$113K | 0.08% | 95 |
|
|
2023
Q4 | $392K | Sell |
9,530
-34
| -0.4% | -$1.4K | 0.07% | 72 |
|
|
2023
Q3 | $375K | Buy |
9,564
+1
| +0% | +$39 | 0.07% | 83 |
|
|
2023
Q2 | $389K | Sell |
9,563
-167
| -2% | -$6.79K | 0.08% | 59 |
|
|
2023
Q1 | $393K | Buy |
9,730
+206
| +2% | +$8.32K | 0.09% | 59 |
|
|
2022
Q4 | $371K | Buy |
9,524
+2
| +0% | +$78 | 0.1% | 62 |
|
|
2022
Q3 | $347K | Buy |
9,522
+2
| +0% | +$73 | 0.11% | 54 |
|
|
2022
Q2 | $396K | Sell |
9,520
-496
| -5% | -$20.6K | 0.11% | 50 |
|
|
2022
Q1 | $462K | Hold |
10,016
| – | – | 0.12% | 55 |
|
|
2021
Q4 | $495K | Buy |
+10,016
| New | +$495K | 0.12% | 53 |
|