Opes Wealth Management’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
$2.34M Sell
47,396
-1,445
-3% -$71.5K 0.42% 47
2025
Q1
$2.21M Sell
48,841
-7,762
-14% -$351K 0.45% 46
2024
Q4
$2.49M Buy
56,603
+10
+0% +$440 0.51% 41
2024
Q3
$2.71M Sell
56,593
-230
-0.4% -$11K 0.52% 40
2024
Q2
$2.49M Sell
56,823
-1,655
-3% -$72.4K 0.52% 40
2024
Q1
$2.44M Sell
58,478
-4,594
-7% -$192K 0.56% 42
2023
Q4
$2.59M Sell
63,072
-4,720
-7% -$194K 0.62% 34
2023
Q3
$2.66M Sell
67,792
-4,059
-6% -$159K 0.74% 34
2023
Q2
$2.92M Buy
71,851
+5,922
+9% +$241K 0.83% 31
2023
Q1
$2.66M Sell
65,929
-15,690
-19% -$634K 0.86% 32
2022
Q4
$3.18M Buy
81,619
+5,750
+8% +$224K 1.16% 29
2022
Q3
$2.77M Sell
75,869
-3,980
-5% -$145K 1.11% 28
2022
Q2
$3.33M Sell
79,849
-2,965
-4% -$124K 1.33% 24
2022
Q1
$3.82M Sell
82,814
-15,324
-16% -$707K 1.24% 24
2021
Q4
$4.85M Buy
98,138
+3,820
+4% +$189K 1.51% 23
2021
Q3
$4.72M Sell
94,318
-3,205
-3% -$160K 1.67% 21
2021
Q2
$5.3M Sell
97,523
-2,365
-2% -$128K 1.96% 16
2021
Q1
$5.2M Sell
99,888
-4,380
-4% -$228K 2.03% 17
2020
Q4
$5.23M Sell
104,268
-4,685
-4% -$235K 2.52% 15
2020
Q3
$4.71M Sell
108,953
-9,270
-8% -$401K 2.25% 15
2020
Q2
$4.68M Buy
+118,223
New +$4.68M 2.39% 15