SWM
SilverOak 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 | $2.54M | Sell |
51,370
-1,027
| -2% | -$50.8K | 0.48% | 26 |
|
|
2025
Q1 | $2.37M | Buy |
52,397
+7,990
| +18% | +$362K | 0.51% | 26 |
|
|
2024
Q4 | $1.96M | Buy |
44,407
+8,108
| +22% | +$357K | 0.42% | 30 |
|
|
2024
Q3 | $1.74M | Sell |
36,299
-2,345
| -6% | -$112K | 0.39% | 30 |
|
|
2024
Q2 | $1.69M | Buy |
38,644
+1,171
| +3% | +$51.2K | 0.41% | 30 |
|
|
2024
Q1 | $1.57M | Buy |
37,473
+2,369
| +7% | +$99K | 0.39% | 30 |
|
|
2023
Q4 | $1.44M | Buy |
+35,104
| New | +$1.44M | 0.39% | 30 |
|