Oxford Financial Group’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Oxford Financial Group’s Portfolio VWO Stock Details VWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$970K	Sell	19,617 -3,878	-17%	-$192K	0.06%	83
2025 Q1	$1.06M	Sell	23,495 -6,237	-21%	-$282K	0.07%	78
2024 Q4	$1.31M	Buy	29,732 +447	+2%	+$19.7K	0.08%	73
2024 Q3	$1.4M	Sell	29,285 -2,980	-9%	-$143K	0.09%	70
2024 Q2	$1.41M	Buy	32,265 +396	+1%	+$17.3K	0.09%	76
2024 Q1	$1.33M	Buy	31,869 +3,743	+13%	+$156K	0.09%	70
2023 Q4	$1.16M	Sell	28,126 -88	-0.3%	-$3.62K	0.08%	77
2023 Q3	$1.11M	Buy	28,214 +1,527	+6%	+$59.9K	0.1%	71
2023 Q2	$1.09M	Buy	26,687 +3,046	+13%	+$124K	0.1%	70
2023 Q1	$955K	Sell	23,641 -203	-0.9%	-$8.2K	0.11%	69
2022 Q4	$929K	Sell	23,844 -33,487	-58%	-$1.31M	0.11%	72
2022 Q3	$2.09M	Sell	57,331 -3,557	-6%	-$130K	0.31%	31
2022 Q2	$2.54M	Sell	60,888 -669	-1%	-$27.9K	0.37%	33
2022 Q1	$2.84M	Sell	61,557 -6,285	-9%	-$290K	0.36%	30
2021 Q4	$3.36M	Sell	67,842 -245	-0.4%	-$12.1K	0.38%	32
2021 Q3	$3.41M	Buy	68,087 +2,019	+3%	+$101K	0.43%	28
2021 Q2	$3.59M	Sell	66,068 -4,851	-7%	-$263K	0.48%	27
2021 Q1	$3.69M	Buy	70,919 +207	+0.3%	+$10.8K	0.51%	25
2020 Q4	$3.54M	Sell	70,712 -244	-0.3%	-$12.2K	0.51%	26
2020 Q3	$3.07M	Sell	70,956 -23,675	-25%	-$1.02M	0.5%	27
2020 Q2	$3.75M	Buy	94,631 +912	+1%	+$36.1K	0.64%	24
2020 Q1	$3.14M	Sell	93,719 -6,240	-6%	-$209K	0.63%	27
2019 Q4	$4.45M	Buy	99,959 +3,901	+4%	+$173K	1.23%	19
2019 Q3	$3.87M	Sell	96,058 -9,366	-9%	-$377K	1.22%	17
2019 Q2	$4.48M	Sell	105,424 -4,762	-4%	-$203K	1.47%	15
2019 Q1	$4.68M	Sell	110,186 -645,301	-85%	-$27.4M	1.67%	13
2018 Q4	$28.8M	Buy	755,487 +749,388	+12,287%	+$28.6M	9.4%	3
2018 Q3	$250K	Sell	6,099 -2,139	-26%	-$87.7K	0.12%	33
2018 Q2	$348K	Sell	8,238 -505	-6%	-$21.3K	0.18%	32
2018 Q1	$411K	Sell	8,743 -149	-2%	-$7K	0.24%	29
2017 Q4	$408K	Buy	8,892 +4,138	+87%	+$190K	0.28%	28
2017 Q3	$207K	Buy	+4,754	New	+$207K	0.14%	33