Morton Brown Family Wealth’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 | $1.32M | Hold |
26,693
| – | – | 0.4% | 24 |
|
|
2025
Q1 | $1.21M | Sell |
26,693
-2,445
| -8% | -$111K | 0.41% | 23 |
|
|
2024
Q4 | $1.28M | Sell |
29,138
-713
| -2% | -$31.4K | 0.45% | 24 |
|
|
2024
Q3 | $1.43M | Sell |
29,851
-12
| -0% | -$574 | 0.51% | 22 |
|
|
2024
Q2 | $1.32M | Sell |
29,863
-6,623
| -18% | -$294K | 0.52% | 25 |
|
|
2024
Q1 | $1.52M | Sell |
36,486
-9,255
| -20% | -$387K | 0.63% | 20 |
|
|
2023
Q4 | $1.88M | Sell |
45,741
-17,846
| -28% | -$733K | 0.82% | 21 |
|
|
2023
Q3 | $2.49M | Sell |
63,587
-72,136
| -53% | -$2.83M | 1.27% | 16 |
|
|
2023
Q2 | $5.52M | Sell |
135,723
-47,430
| -26% | -$1.93M | 2.95% | 11 |
|
|
2023
Q1 | $7.4M | Buy |
183,153
+10,495
| +6% | +$424K | 4.41% | 9 |
|
|
2022
Q4 | $6.73M | Buy |
172,658
+57,945
| +51% | +$2.26M | 4.59% | 9 |
|
|
2022
Q3 | $4.19M | Buy |
114,713
+29,993
| +35% | +$1.09M | 3.34% | 10 |
|
|
2022
Q2 | $3.53M | Buy |
84,720
+14,090
| +20% | +$587K | 2.73% | 13 |
|
|
2022
Q1 | $3.26M | Sell |
70,630
-33,665
| -32% | -$1.55M | 2.46% | 12 |
|
|
2021
Q4 | $5.16M | Buy |
+104,295
| New | +$5.16M | 3.95% | 8 |
|