Schwarz Dygos Wheeler Investment Advisors’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 | $5.58M | Buy |
112,776
+1,075
| +1% | +$53.2K | 1.27% | 15 |
|
|
2025
Q1 | $5.06M | Buy |
111,701
+3,571
| +3% | +$162K | 1.2% | 18 |
|
|
2024
Q4 | $4.76M | Buy |
108,130
+2,938
| +3% | +$129K | 1.17% | 20 |
|
|
2024
Q3 | $5.03M | Sell |
105,192
-608
| -0.6% | -$29.1K | 1.26% | 18 |
|
|
2024
Q2 | $4.63M | Buy |
105,800
+3,718
| +4% | +$163K | 1.24% | 20 |
|
|
2024
Q1 | $4.26M | Buy |
102,082
+2,073
| +2% | +$86.6K | 1.19% | 19 |
|
|
2023
Q4 | $4.11M | Buy |
100,009
+1,223
| +1% | +$50.3K | 1.26% | 19 |
|
|
2023
Q3 | $3.87M | Buy |
98,786
+1,757
| +2% | +$68.9K | 1.31% | 17 |
|
|
2023
Q2 | $3.95M | Buy |
97,029
+976
| +1% | +$39.7K | 1.3% | 17 |
|
|
2023
Q1 | $3.88M | Sell |
96,053
-1,073
| -1% | -$43.3K | 1.4% | 15 |
|
|
2022
Q4 | $3.79M | Sell |
97,126
-1,267
| -1% | -$49.4K | 1.49% | 14 |
|
|
2022
Q3 | $3.59M | Buy |
98,393
+969
| +1% | +$35.4K | 1.59% | 14 |
|
|
2022
Q2 | $4.06M | Buy |
97,424
+2,536
| +3% | +$106K | 1.63% | 12 |
|
|
2022
Q1 | $4.38M | Buy |
94,888
+3,846
| +4% | +$177K | 1.48% | 18 |
|
|
2021
Q4 | $4.5M | Buy |
91,042
+3,933
| +5% | +$195K | 1.52% | 18 |
|
|
2021
Q3 | $4.36M | Buy |
87,109
+1,434
| +2% | +$71.7K | 1.59% | 16 |
|
|
2021
Q2 | $4.65M | Buy |
85,675
+3,901
| +5% | +$212K | 1.69% | 14 |
|
|
2021
Q1 | $4.26M | Buy |
81,774
+2,955
| +4% | +$154K | 1.76% | 13 |
|
|
2020
Q4 | $3.95M | Buy |
78,819
+1,396
| +2% | +$70K | 1.9% | 13 |
|
|
2020
Q3 | $3.35M | Buy |
77,423
+3,574
| +5% | +$155K | 1.89% | 12 |
|
|
2020
Q2 | $3.17M | Buy |
73,849
+2,708
| +4% | +$116K | 2.07% | 12 |
|
|
2020
Q1 | $2.39M | Buy |
71,141
+3,745
| +6% | +$126K | 2.02% | 11 |
|
|
2019
Q4 | $3M | Buy |
67,396
+8,087
| +14% | +$360K | 2.05% | 11 |
|
|
2019
Q3 | $2.39M | Buy |
59,309
+1,057
| +2% | +$42.6K | 1.9% | 13 |
|
|
2019
Q2 | $2.48M | Buy |
58,252
+3,550
| +6% | +$151K | 2.04% | 12 |
|
|
2019
Q1 | $2.33M | Sell |
54,702
-528
| -1% | -$22.4K | 2% | 12 |
|
|
2018
Q4 | $2.1M | Buy |
+55,230
| New | +$2.1M | 2.27% | 10 |
|