MorganRosel Wealth Management’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 | $2.11M | Buy |
42,728
+2,135
| +5% | +$106K | 0.58% | 33 |
|
|
2025
Q1 | $1.84M | Buy |
40,593
+5,978
| +17% | +$271K | 0.56% | 34 |
|
|
2024
Q4 | $1.52M | Buy |
34,615
+3,239
| +10% | +$143K | 0.5% | 36 |
|
|
2024
Q3 | $1.5M | Buy |
31,376
+850
| +3% | +$40.7K | 0.5% | 36 |
|
|
2024
Q2 | $1.34M | Buy |
30,526
+1,559
| +5% | +$68.2K | 0.47% | 36 |
|
|
2024
Q1 | $1.21M | Buy |
28,967
+7,681
| +36% | +$321K | 0.43% | 39 |
|
|
2023
Q4 | $875K | Sell |
21,286
-1,368
| -6% | -$56.2K | 0.34% | 55 |
|
|
2023
Q3 | $888K | Buy |
22,654
+1,362
| +6% | +$53.4K | 0.37% | 46 |
|
|
2023
Q2 | $866K | Buy |
21,292
+435
| +2% | +$17.7K | 0.35% | 51 |
|
|
2023
Q1 | $843K | Buy |
20,857
+2,507
| +14% | +$101K | 0.36% | 56 |
|
|
2022
Q4 | $715K | Buy |
18,350
+3,873
| +27% | +$151K | 0.33% | 64 |
|
|
2022
Q3 | $528K | Buy |
14,477
+1,995
| +16% | +$72.8K | 0.26% | 66 |
|
|
2022
Q2 | $520K | Buy |
12,482
+5,947
| +91% | +$248K | 0.28% | 66 |
|
|
2022
Q1 | $301K | Buy |
6,535
+1,670
| +34% | +$76.9K | 0.15% | 78 |
|
|
2021
Q4 | $241K | Sell |
4,865
-25,545
| -84% | -$1.27M | 0.12% | 76 |
|
|
2021
Q3 | $1.52M | Sell |
30,410
-70,737
| -70% | -$3.54M | 0.83% | 20 |
|
|
2021
Q2 | $5.49M | Buy |
101,147
+3,838
| +4% | +$208K | 3.08% | 7 |
|
|
2021
Q1 | $5.07M | Buy |
97,309
+70,261
| +260% | +$3.66M | 3.19% | 6 |
|
|
2020
Q4 | $1.36M | Buy |
27,048
+939
| +4% | +$47K | 0.95% | 19 |
|
|
2020
Q3 | $1.13M | Buy |
+26,109
| New | +$1.13M | 0.91% | 18 |
|