Monument Group 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
$2.07M Sell
41,780
-2,408
-5% -$119K 1.3% 8
2025
Q1
$2M Buy
44,188
+266
+0.6% +$12K 1.39% 8
2024
Q4
$1.93M Sell
43,922
-4,882
-10% -$215K 1.37% 8
2024
Q3
$2.34M Sell
48,804
-457
-0.9% -$21.9K 1.4% 8
2024
Q2
$2.16M Sell
49,261
-542
-1% -$23.7K 1.45% 8
2024
Q1
$2.08M Buy
49,803
+868
+2% +$36.3K 1.54% 9
2023
Q4
$2.01M Buy
+48,935
New +$2.01M 1.72% 9