Oak Family Advisors’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 | $325K | Buy |
6,577
+20
| +0.3% | +$989 | 0.1% | 74 |
|
|
2025
Q1 | $297K | Sell |
6,557
-20,338
| -76% | -$920K | 0.1% | 71 |
|
|
2024
Q4 | $1.18M | Buy |
26,895
+90
| +0.3% | +$3.96K | 0.43% | 51 |
|
|
2024
Q3 | $1.28M | Sell |
26,805
-6
| -0% | -$287 | 0.39% | 53 |
|
|
2024
Q2 | $1.17M | Buy |
26,811
+4,643
| +21% | +$203K | 0.4% | 51 |
|
|
2024
Q1 | $926K | Buy |
22,168
+1,066
| +5% | +$44.5K | 0.36% | 62 |
|
|
2023
Q4 | $867K | Buy |
21,102
+3,459
| +20% | +$142K | 0.36% | 64 |
|
|
2023
Q3 | $692K | Buy |
17,643
+68
| +0.4% | +$2.67K | 0.33% | 62 |
|
|
2023
Q2 | $715K | Buy |
17,575
+133
| +0.8% | +$5.41K | 0.34% | 62 |
|
|
2023
Q1 | $705K | Buy |
17,442
+295
| +2% | +$11.9K | 0.35% | 61 |
|
|
2022
Q4 | $668K | Buy |
17,147
+6,355
| +59% | +$248K | 0.36% | 59 |
|
|
2022
Q3 | $394K | Sell |
10,792
-300
| -3% | -$11K | 0.21% | 78 |
|
|
2022
Q2 | $462K | Sell |
11,092
-2,413
| -18% | -$101K | 0.23% | 73 |
|
|
2022
Q1 | $623K | Hold |
13,505
| – | – | 0.24% | 72 |
|
|
2021
Q4 | $668K | Sell |
13,505
-15
| -0.1% | -$742 | 0.25% | 70 |
|
|
2021
Q3 | $676K | Sell |
13,520
-1,375
| -9% | -$68.8K | 0.25% | 64 |
|
|
2021
Q2 | $809K | Buy |
14,895
+1,075
| +8% | +$58.4K | 0.34% | 46 |
|
|
2021
Q1 | $719K | Hold |
13,820
| – | – | 0.31% | 51 |
|
|
2020
Q4 | $693K | Buy |
+13,820
| New | +$693K | 0.36% | 50 |
|