Robertson Stephens 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 | $8.77M | Sell |
177,261
-7,909
| -4% | -$391K | 0.28% | 67 |
|
|
2025
Q1 | $8.38M | Sell |
185,170
-18,565
| -9% | -$840K | 0.29% | 64 |
|
|
2024
Q4 | $8.97M | Buy |
203,735
+381
| +0.2% | +$16.8K | 0.32% | 64 |
|
|
2024
Q3 | $9.73M | Buy |
203,354
+170,322
| +516% | +$8.15M | 0.35% | 63 |
|
|
2024
Q2 | $1.45M | Buy |
33,032
+540
| +2% | +$23.6K | 0.07% | 176 |
|
|
2024
Q1 | $1.36M | Buy |
32,492
+625
| +2% | +$26.1K | 0.07% | 192 |
|
|
2023
Q4 | $1.31M | Buy |
31,867
+1,780
| +6% | +$73.2K | 0.08% | 195 |
|
|
2023
Q3 | $1.18M | Buy |
30,087
+6,932
| +30% | +$272K | 0.08% | 191 |
|
|
2023
Q2 | $942K | Sell |
23,155
-10,560
| -31% | -$430K | 0.07% | 197 |
|
|
2023
Q1 | $1.36M | Sell |
33,715
-6,450
| -16% | -$261K | 0.1% | 165 |
|
|
2022
Q4 | $1.57M | Buy |
40,165
+10,499
| +35% | +$409K | 0.15% | 132 |
|
|
2022
Q3 | $1.08M | Sell |
29,666
-12,308
| -29% | -$449K | 0.11% | 143 |
|
|
2022
Q2 | $1.75M | Sell |
41,974
-682
| -2% | -$28.4K | 0.16% | 108 |
|
|
2022
Q1 | $1.97M | Buy |
42,656
+5,391
| +14% | +$249K | 0.17% | 112 |
|
|
2021
Q4 | $1.84M | Buy |
37,265
+16,570
| +80% | +$819K | 0.16% | 118 |
|
|
2021
Q3 | $1.03M | Buy |
20,695
+3,861
| +23% | +$193K | 0.12% | 114 |
|
|
2021
Q2 | $914K | Buy |
16,834
+2,825
| +20% | +$153K | 0.11% | 130 |
|
|
2021
Q1 | $729K | Buy |
+14,009
| New | +$729K | 0.12% | 138 |
|
|
2020
Q2 | – | Sell |
-11,830
| Closed | -$397K | – | 217 |
|
|
2020
Q1 | $397K | Buy |
+11,830
| New | +$397K | 0.14% | 115 |
|
|
2019
Q4 | – | Sell |
-5,875
| Closed | -$237K | – | 120 |
|
|
2019
Q3 | $237K | Buy |
+5,875
| New | +$237K | 0.12% | 113 |
|