Seven Post Investment Office’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 | $3.18M | Buy |
64,355
+103
| +0.2% | +$5.09K | 1.2% | 15 |
|
|
2025
Q1 | $2.91M | Sell |
64,252
-11,650
| -15% | -$527K | 1.11% | 15 |
|
|
2024
Q4 | $3.34M | Sell |
75,902
-13,586
| -15% | -$598K | 1.28% | 14 |
|
|
2024
Q3 | $4.28M | Sell |
89,488
-377
| -0.4% | -$18K | 0.65% | 19 |
|
|
2024
Q2 | $3.93M | Sell |
89,865
-6,935
| -7% | -$303K | 0.73% | 18 |
|
|
2024
Q1 | $4.04M | Buy |
96,800
+813
| +0.8% | +$34K | 0.99% | 17 |
|
|
2023
Q4 | $3.95M | Sell |
95,987
-9,072
| -9% | -$373K | 0.99% | 17 |
|
|
2023
Q3 | $4.12M | Buy |
105,059
+1,491
| +1% | +$58.5K | 1.14% | 18 |
|
|
2023
Q2 | $4.21M | Buy |
103,568
+974
| +0.9% | +$39.6K | 1.28% | 14 |
|
|
2023
Q1 | $4.14M | Sell |
102,594
-1,149
| -1% | -$46.4K | 1.5% | 13 |
|
|
2022
Q4 | $4.04M | Sell |
103,743
-6,480
| -6% | -$253K | 1.42% | 15 |
|
|
2022
Q3 | $4.02M | Sell |
110,223
-5,387
| -5% | -$197K | 1.56% | 15 |
|
|
2022
Q2 | $4.82M | Buy |
115,610
+4,143
| +4% | +$173K | 1.79% | 12 |
|
|
2022
Q1 | $5.14M | Buy |
111,467
+18,730
| +20% | +$864K | 1.57% | 14 |
|
|
2021
Q4 | $4.59M | Buy |
92,737
+18,159
| +24% | +$898K | 1.24% | 15 |
|
|
2021
Q3 | $3.73M | Sell |
74,578
-34,249
| -31% | -$1.71M | 1.16% | 15 |
|
|
2021
Q2 | $5.91M | Buy |
108,827
+44,292
| +69% | +$2.41M | 1.79% | 11 |
|
|
2021
Q1 | $3.36M | Buy |
64,535
+2,591
| +4% | +$135K | 1.17% | 12 |
|
|
2020
Q4 | $3.1M | Sell |
61,944
-5,858
| -9% | -$294K | 1.26% | 12 |
|
|
2020
Q3 | $2.93M | Sell |
67,802
-31,171
| -31% | -$1.35M | 1.16% | 12 |
|
|
2020
Q2 | $3.92M | Sell |
98,973
-2,672
| -3% | -$106K | 1.66% | 13 |
|
|
2020
Q1 | $3.41M | Buy |
101,645
+2,920
| +3% | +$98K | 1.79% | 12 |
|
|
2019
Q4 | $4.39M | Sell |
98,725
-1,830
| -2% | -$81.4K | 3.18% | 6 |
|
|
2019
Q3 | $4.05M | Buy |
100,555
+3,776
| +4% | +$152K | 2.9% | 7 |
|
|
2019
Q2 | $4.12M | Buy |
96,779
+23,974
| +33% | +$1.02M | 2.79% | 7 |
|
|
2019
Q1 | $3.09M | Sell |
72,805
-3,030
| -4% | -$129K | 2.19% | 8 |
|
|
2018
Q4 | $2.89M | Sell |
75,835
-1,727
| -2% | -$65.8K | 2.25% | 7 |
|
|
2018
Q3 | $3.18M | Sell |
77,562
-60
| -0.1% | -$2.46K | 2.65% | 7 |
|
|
2018
Q2 | $3.28M | Buy |
77,622
+635
| +0.8% | +$26.8K | 13.76% | 3 |
|
|
2018
Q1 | $3.62M | Buy |
76,987
+3,190
| +4% | +$150K | 15.1% | 3 |
|
|
2017
Q4 | $3.39M | Sell |
73,797
-2,441
| -3% | -$112K | 14.85% | 3 |
|
|
2017
Q3 | $3.32M | Buy |
76,238
+200
| +0.3% | +$8.72K | 15.17% | 3 |
|
|
2017
Q2 | $3.11M | Sell |
76,038
-3,762
| -5% | -$154K | 14.94% | 3 |
|
|
2017
Q1 | $3.17M | Sell |
79,800
-677
| -0.8% | -$26.9K | 15.65% | 3 |
|
|
2016
Q4 | $2.88M | Sell |
80,477
-3,838
| -5% | -$137K | 15.12% | 3 |
|
|
2016
Q3 | $3.17M | Sell |
84,315
-2,341
| -3% | -$88.1K | 16.11% | 3 |
|
|
2016
Q2 | $3.05M | Sell |
86,656
-42,071
| -33% | -$1.48M | 16.22% | 3 |
|
|
2016
Q1 | $4.45M | Sell |
128,727
-100,186
| -44% | -$3.46M | 19.48% | 3 |
|
|
2015
Q4 | $7.49M | Sell |
228,913
-1,910,744
| -89% | -$62.5M | 29.64% | 2 |
|
|
2015
Q3 | $70.8M | Buy |
2,139,657
+528,616
| +33% | +$17.5M | 62.56% | 1 |
|
|
2015
Q2 | $65.9M | Buy |
1,611,041
+100,516
| +7% | +$4.11M | 51.9% | 1 |
|
|
2015
Q1 | $61.7M | Buy |
1,510,525
+113,533
| +8% | +$4.64M | 50.57% | 1 |
|
|
2014
Q4 | $55.9M | Sell |
1,396,992
-307,697
| -18% | -$12.3M | 49.7% | 1 |
|
|
2014
Q3 | $71.1M | Buy |
1,704,689
+172,531
| +11% | +$7.2M | 58.42% | 1 |
|
|
2014
Q2 | $62.2M | Hold |
1,532,158
| – | – | 73.39% | 1 |
|
|
2014
Q1 | $62.2M | Buy |
1,532,158
+90,707
| +6% | +$3.68M | 73.39% | 1 |
|
|
2013
Q4 | $59.3M | Buy |
1,441,451
+39,557
| +3% | +$1.63M | 66.73% | 1 |
|
|
2013
Q3 | $56.3M | Buy |
1,401,894
+101,356
| +8% | +$4.07M | 67.51% | 1 |
|
|
2013
Q2 | $50.5M | Buy |
+1,300,538
| New | +$50.5M | 67.07% | 1 |
|