Obermeyer 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 | $677K | Buy |
13,688
+4,194
| +44% | +$207K | 0.03% | 133 |
|
|
2025
Q1 | $430K | Hold |
9,494
| – | – | 0.02% | 164 |
|
|
2024
Q4 | $418K | Sell |
9,494
-2,343
| -20% | -$103K | 0.02% | 171 |
|
|
2024
Q3 | $566K | Buy |
11,837
+2,807
| +31% | +$134K | 0.03% | 142 |
|
|
2024
Q2 | $395K | Hold |
9,030
| – | – | 0.02% | 170 |
|
|
2024
Q1 | $377K | Sell |
9,030
-165
| -2% | -$6.89K | 0.02% | 168 |
|
|
2023
Q4 | $378K | Hold |
9,195
| – | – | 0.03% | 142 |
|
|
2023
Q3 | $361K | Hold |
9,195
| – | – | 0.03% | 135 |
|
|
2023
Q2 | $374K | Sell |
9,195
-250
| -3% | -$10.2K | 0.03% | 143 |
|
|
2023
Q1 | $382K | Buy |
9,445
+3,950
| +72% | +$160K | 0.03% | 134 |
|
|
2022
Q4 | $214K | Hold |
5,495
| – | – | 0.02% | 206 |
|
|
2022
Q3 | $201K | Buy |
5,495
+460
| +9% | +$16.8K | 0.02% | 201 |
|
|
2022
Q2 | $210K | Hold |
5,035
| – | – | 0.02% | 189 |
|
|
2022
Q1 | $232K | Sell |
5,035
-100
| -2% | -$4.61K | 0.01% | 207 |
|
|
2021
Q4 | $254K | Buy |
5,135
+100
| +2% | +$4.95K | 0.01% | 194 |
|
|
2021
Q3 | $252K | Buy |
5,035
+35
| +0.7% | +$1.75K | 0.01% | 184 |
|
|
2021
Q2 | $272K | Hold |
5,000
| – | – | 0.02% | 180 |
|
|
2021
Q1 | $260K | Buy |
+5,000
| New | +$260K | 0.02% | 172 |
|
|
2018
Q3 | – | Sell |
-5,294
| Closed | -$223K | – | 123 |
|
|
2018
Q2 | $223K | Buy |
+5,294
| New | +$223K | 0.02% | 109 |
|