Mosaic Family Wealth Partners’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 | $10M | Buy |
202,372
+35,824
| +22% | +$1.77M | 1.28% | 14 |
|
|
2025
Q1 | $7.54M | Buy |
166,548
+24,621
| +17% | +$1.11M | 1.07% | 14 |
|
|
2024
Q4 | $6.25M | Buy |
141,927
+10,328
| +8% | +$455K | 0.9% | 15 |
|
|
2024
Q3 | $6.3M | Buy |
131,599
+8,173
| +7% | +$391K | 0.93% | 16 |
|
|
2024
Q2 | $5.4M | Buy |
123,426
+3,662
| +3% | +$160K | 0.87% | 18 |
|
|
2024
Q1 | $5M | Buy |
119,764
+10,283
| +9% | +$430K | 0.82% | 18 |
|
|
2023
Q4 | $4.5M | Buy |
109,481
+456
| +0.4% | +$18.7K | 0.78% | 21 |
|
|
2023
Q3 | $4.27M | Buy |
109,025
+843
| +0.8% | +$33.1K | 0.86% | 17 |
|
|
2023
Q2 | $4.4M | Sell |
108,182
-3,149
| -3% | -$128K | 0.87% | 17 |
|
|
2023
Q1 | $4.5M | Sell |
111,331
-10,883
| -9% | -$440K | 0.94% | 18 |
|
|
2022
Q4 | $4.76M | Buy |
+122,214
| New | +$4.76M | 1.34% | 13 |
|