Morton Capital 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 | $540K | Sell |
10,921
-4,433
| -29% | -$219K | 0.1% | 70 |
|
2025
Q1 | $695K | Buy |
15,354
+3,589
| +31% | +$162K | 0.13% | 54 |
|
2024
Q4 | $518K | Buy |
11,765
+122
| +1% | +$5.37K | 0.1% | 67 |
|
2024
Q3 | $557K | Sell |
11,643
-2,178
| -16% | -$104K | 0.11% | 63 |
|
2024
Q2 | $605K | Buy |
13,821
+1,745
| +14% | +$76.4K | 0.14% | 55 |
|
2024
Q1 | $504K | Sell |
12,076
-667
| -5% | -$27.9K | 0.14% | 63 |
|
2023
Q4 | $524K | Buy |
12,743
+1,101
| +9% | +$45.3K | 0.16% | 57 |
|
2023
Q3 | $456K | Hold |
11,642
| – | – | 0.16% | 56 |
|
2023
Q2 | $474K | Hold |
11,642
| – | – | 0.16% | 59 |
|
2023
Q1 | $470K | Sell |
11,642
-4,757
| -29% | -$192K | 0.17% | 57 |
|
2022
Q4 | $639K | Buy |
16,399
+6,745
| +70% | +$263K | 0.25% | 39 |
|
2022
Q3 | $352K | Sell |
9,654
-4,901
| -34% | -$179K | 0.16% | 58 |
|
2022
Q2 | $606K | Buy |
14,555
+13
| +0.1% | +$541 | 0.26% | 38 |
|
2022
Q1 | $671K | Buy |
14,542
+5
| +0% | +$231 | 0.28% | 36 |
|
2021
Q4 | $719K | Buy |
+14,537
| New | +$719K | 0.29% | 35 |
|