OWM
Orgel 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 | $255K | Sell |
5,164
-1,496
| -22% | -$74K | 0.01% | 79 |
|
|
2025
Q1 | $301K | Sell |
6,660
-14,925
| -69% | -$676K | 0.01% | 69 |
|
|
2024
Q4 | $951K | Buy |
21,585
+891
| +4% | +$39.2K | 0.02% | 46 |
|
|
2024
Q3 | $990K | Hold |
20,694
| – | – | 0.02% | 48 |
|
|
2024
Q2 | $906K | Buy |
20,694
+4,607
| +29% | +$202K | 0.02% | 46 |
|
|
2024
Q1 | $672K | Sell |
16,087
-574
| -3% | -$24K | 0.02% | 47 |
|
|
2023
Q4 | $685K | Sell |
16,661
-36,802
| -69% | -$1.51M | 0.02% | 47 |
|
|
2023
Q3 | $2.1M | Hold |
53,463
| – | – | 0.07% | 33 |
|
|
2023
Q2 | $2.17M | Sell |
53,463
-38
| -0.1% | -$1.55K | 0.07% | 33 |
|
|
2023
Q1 | $2.16M | Sell |
53,501
-629
| -1% | -$25.4K | 0.08% | 33 |
|
|
2022
Q4 | $2.11M | Hold |
54,130
| – | – | 0.08% | 32 |
|
|
2022
Q3 | $1.98M | Hold |
54,130
| – | – | 0.1% | 30 |
|
|
2022
Q2 | $2.26M | Sell |
54,130
-7
| -0% | -$292 | 0.13% | 24 |
|
|
2022
Q1 | $2.5M | Sell |
54,137
-69
| -0.1% | -$3.18K | 0.17% | 23 |
|
|
2021
Q4 | $2.68M | Sell |
54,206
-167
| -0.3% | -$8.26K | 0.26% | 22 |
|
|
2021
Q3 | $2.72M | Buy |
54,373
+655
| +1% | +$32.8K | 0.31% | 20 |
|
|
2021
Q2 | $2.92M | Hold |
53,718
| – | – | 0.37% | 20 |
|
|
2021
Q1 | $2.8M | Buy |
53,718
+69
| +0.1% | +$3.59K | 0.4% | 19 |
|
|
2020
Q4 | $2.69M | Sell |
53,649
-176
| -0.3% | -$8.82K | 0.55% | 18 |
|
|
2020
Q3 | $2.33M | Hold |
53,825
| – | – | 0.65% | 17 |
|
|
2020
Q2 | $2.13M | Hold |
53,825
| – | – | 0.8% | 18 |
|
|
2020
Q1 | $1.81M | Sell |
53,825
-14,149
| -21% | -$475K | 0.72% | 15 |
|
|
2019
Q4 | $3.02M | Buy |
67,974
+45
| +0.1% | +$2K | 0.83% | 18 |
|
|
2019
Q3 | $2.74M | Sell |
67,929
-600
| -0.9% | -$24.2K | 1.03% | 15 |
|
|
2019
Q2 | $2.92M | Sell |
68,529
-7
| -0% | -$298 | 1.14% | 13 |
|
|
2019
Q1 | $2.91M | Buy |
68,536
+3,303
| +5% | +$140K | 0.98% | 8 |
|
|
2018
Q4 | $2.49M | Buy |
+65,233
| New | +$2.49M | 0.75% | 11 |
|