OPWM
Oakwell Private Wealth Management’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 | $5.19M | Sell |
104,938
-2,060
| -2% | -$102K | 1.2% | 16 |
|
|
2025
Q1 | $4.84M | Sell |
106,998
-4,673
| -4% | -$212K | 1.34% | 14 |
|
|
2024
Q4 | $4.92M | Sell |
111,671
-3,119
| -3% | -$137K | 1.38% | 16 |
|
|
2024
Q3 | $5.49M | Sell |
114,790
-5,155
| -4% | -$247K | 1.58% | 14 |
|
|
2024
Q2 | $5.25M | Sell |
119,945
-1,987
| -2% | -$87K | 1.48% | 14 |
|
|
2024
Q1 | $5.09M | Sell |
121,932
-1,018
| -0.8% | -$42.5K | 1.55% | 14 |
|
|
2023
Q4 | $5.05M | Sell |
122,950
-3,097
| -2% | -$127K | 1.77% | 14 |
|
|
2023
Q3 | $4.94M | Sell |
126,047
-9,256
| -7% | -$363K | 2.1% | 12 |
|
|
2023
Q2 | $5.5M | Sell |
135,303
-4,849
| -3% | -$197K | 2.3% | 12 |
|
|
2023
Q1 | $5.66M | Sell |
140,152
-293,443
| -68% | -$11.9M | 2.58% | 10 |
|
|
2022
Q4 | $16.9M | Buy |
433,595
+39,124
| +10% | +$1.53M | 8.07% | 3 |
|
|
2022
Q3 | $14.4M | Sell |
394,471
-12,493
| -3% | -$456K | 7.97% | 3 |
|
|
2022
Q2 | $17M | Buy |
406,964
+14,893
| +4% | +$620K | 9.67% | 3 |
|
|
2022
Q1 | $18.1M | Buy |
392,071
+32,443
| +9% | +$1.5M | 9.09% | 3 |
|
|
2021
Q4 | $17.8M | Buy |
359,628
+16,543
| +5% | +$818K | 8.85% | 3 |
|
|
2021
Q3 | $17.2M | Buy |
343,085
+40,547
| +13% | +$2.03M | 9.27% | 3 |
|
|
2021
Q2 | $16.4M | Buy |
302,538
+21,705
| +8% | +$1.18M | 10.55% | 3 |
|
|
2021
Q1 | $14.6M | Buy |
280,833
+20,420
| +8% | +$1.06M | 10.35% | 3 |
|
|
2020
Q4 | $13M | Buy |
+260,413
| New | +$13M | 10.26% | 3 |
|