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