MCIA
Mountain Capital Investment Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.55M | Buy |
172,248
+4,362
| +3% | +$217K | 1.64% | 9 |
|
|
2025
Q1 | $7.56M | Sell |
167,886
-48,203
| -22% | -$2.17M | 1.62% | 10 |
|
|
2024
Q4 | $9.46M | Sell |
216,089
-489,543
| -69% | -$21.4M | 1.96% | 10 |
|
|
2024
Q3 | $32.3M | Buy |
705,632
+2,453
| +0.3% | +$112K | 7.08% | 5 |
|
|
2024
Q2 | $31.7M | Sell |
703,179
-2,861
| -0.4% | -$129K | 7.87% | 4 |
|
|
2024
Q1 | $30.2M | Buy |
706,040
+70,675
| +11% | +$3.02M | 8.46% | 4 |
|
|
2023
Q4 | $25.8M | Buy |
635,365
+49,248
| +8% | +$2M | 8.71% | 4 |
|
|
2023
Q3 | $23.1M | Buy |
586,117
+67,595
| +13% | +$2.66M | 8.66% | 4 |
|
|
2023
Q2 | $21.7M | Buy |
+518,522
| New | +$21.7M | 8.2% | 3 |
|
|
2017
Q4 | – | Sell |
-1,258
| Closed | -$55K | – | 423 |
|
|
2017
Q3 | $55K | Buy |
1,258
+56
| +5% | +$2.45K | 0.05% | 113 |
|
|
2017
Q2 | $49K | Buy |
+1,202
| New | +$49K | 0.05% | 134 |
|